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 10-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 | $63,982 | $72,492-11.7% | $87,100-26.5% | $72,985-12.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.02% | 24.46%+0.6pp | 28.19%-3.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,392 | $1,894+131.9% | $2,521+74.2% | $2,440+80.0% |
| Participant deferral / active EE | $5,825 | $3,270+78.2% | $4,049+43.9% | $3,607+61.5% |
| Admin fee / account holder | $971 | $5,055-80.8% | $7,497-87.1% | $5,124-81.1% |