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 | $62,557 | $135,952-54.0% | $123,892-49.5% | $273,961-77.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.03% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,800 | $5,170-26.5% | $4,617-17.7% | $4,869-22.0% |
| Participant deferral / active EE | $5,357 | $6,343-15.5% | $5,984-10.5% | $5,287+1.3% |
| Admin fee / account holder | $993 | $9,817-89.9% | $8,357-88.1% | $10,132-90.2% |