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 | $73,771 | $109,881-32.9% | $150,045-50.8% | $84,808-13.0% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.10% | 28.25%-8.1pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,050 | $3,561+41.8% | $4,693+7.6% | $2,631+91.9% |
| Participant deferral / active EE | $12,711 | $6,636+91.6% | $7,997+58.9% | $4,212+201.8% |
| Admin fee / account holder | $3,560 | $8,568-58.4% | $13,435-73.5% | $7,344-51.5% |