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 | $52,325 | $91,552-42.8% | $133,956-60.9% | $79,858-34.5% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 62.34% | 61.85%+0.5pp | 45.09%+17.2pp | 31.71%+30.6pp |
| Employer contribution / active EE | $7,604 | $2,384+219.0% | $3,919+94.0% | $2,471+207.7% |
| Participant deferral / active EE | $9,453 | $3,733+153.2% | $5,048+87.3% | $3,740+152.8% |
| Admin fee / account holder | $1,262 | $6,321-80.0% | $8,927-85.9% | $5,306-76.2% |