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 | $37,071 | $93,571-60.4% | $135,903-72.7% | $75,163-50.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 84.27% | 30.90%+53.4pp | 68.23%+16.0pp | 160.62%-76.4pp |
| Employer contribution / active EE | $9,420 | $3,537+166.4% | $4,856+94.0% | $2,670+252.8% |
| Participant deferral / active EE | $12,346 | $6,404+92.8% | $7,758+59.1% | $4,125+199.3% |
| Admin fee / account holder | $330 | $6,975-95.3% | $10,762-96.9% | $5,651-94.2% |