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 4-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 | $39,832 | $109,881-63.7% | $150,045-73.5% | $84,808-53.0% |
| Participation rate | 95.9% | 76.1%+19.9pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 42.48% | 28.25%+14.2pp | 62.55%-20.1pp | 40.90%+1.6pp |
| Employer contribution / active EE | $5,990 | $3,561+68.2% | $4,693+27.6% | $2,631+127.7% |
| Participant deferral / active EE | $10,472 | $6,636+57.8% | $7,997+30.9% | $4,212+148.6% |
| Admin fee / account holder | $5,149 | $8,568-39.9% | $13,435-61.7% | $7,344-29.9% |