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 | $37,772 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.3pp | 67.6%+26.8pp |
| Annual return | 47.59% | 33.31%+14.3pp | 64.67%-17.1pp | 35.59%+12.0pp |
| Employer contribution / active EE | $3,989 | $3,100+28.7% | $4,672-14.6% | $2,755+44.8% |
| Participant deferral / active EE | $3,506 | $3,452+1.6% | $5,626-37.7% | $4,296-18.4% |
| Admin fee / account holder | $934 | $7,997-88.3% | $15,912-94.1% | $6,918-86.5% |