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 | $39,999 | $53,053-24.6% | $126,539-68.4% | $74,304-46.2% |
| Participation rate | 98.6% | 48.0%+50.5pp | 69.8%+28.8pp | 60.3%+38.2pp |
| Annual return | 34.01% | 29.46%+4.5pp | 425.95%-391.9pp | 29.43%+4.6pp |
| Employer contribution / active EE | $5,079 | $1,168+335.0% | $3,674+38.2% | $2,241+126.6% |
| Participant deferral / active EE | $9,630 | $2,303+318.2% | $4,083+135.9% | $3,767+155.6% |
| Admin fee / account holder | $2,937 | $3,698-20.6% | $6,065-51.6% | $2,969-1.1% |