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 | $64,677 | $89,753-27.9% | $107,525-39.8% | $84,808-23.7% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 22.38% | 29.48%-7.1pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $12,025 | $3,113+286.2% | $3,754+220.4% | $2,631+357.0% |
| Participant deferral / active EE | $1,994 | $4,056-50.8% | $5,116-61.0% | $4,212-52.6% |
| Admin fee / account holder | $4,537 | $7,222-37.2% | $8,919-49.1% | $7,344-38.2% |