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 | $74,693 | $201,272-62.9% | $184,203-59.5% | $145,922-48.8% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 24.62% | 29.00%-4.4pp | 28.81%-4.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $12,014 | $7,022+71.1% | $6,427+86.9% | $4,660+157.8% |
| Participant deferral / active EE | $12,784 | $9,806+30.4% | $9,131+40.0% | $6,688+91.2% |
| Admin fee / account holder | $590 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |