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 6-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 | $74,718 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 30.67% | 28.25%+2.4pp | 62.55%-31.9pp | 40.90%-10.2pp |
| Employer contribution / active EE | $7,926 | $3,561+122.6% | $4,693+68.9% | $2,631+201.3% |
| Participant deferral / active EE | $10,704 | $6,636+61.3% | $7,997+33.8% | $4,212+154.2% |
| Admin fee / account holder | $316 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |