See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,271 | $80,968-30.5% | $96,544-41.7% | $75,163-25.1% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 22.66% | 27.06%-4.4pp | 25.84%-3.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $7,285 | $2,282+219.3% | $2,965+145.7% | $2,670+172.9% |
| Participant deferral / active EE | $20,932 | $3,928+432.9% | $4,851+331.5% | $4,125+407.4% |
| Admin fee / account holder | $1,263 | $6,724-81.2% | $8,252-84.7% | $5,651-77.6% |