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 8-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 | $63,866 | $54,762+16.6% | $90,281-29.3% | $72,985-12.5% |
| Participation rate | 90.5% | 65.1%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 27.84% | 30.63%-2.8pp | 78.10%-50.3pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,500 | $2,092-28.3% | $2,854-47.4% | $2,440-38.5% |
| Participant deferral / active EE | $4,882 | $2,887+69.1% | $3,885+25.6% | $3,607+35.3% |
| Admin fee / account holder | $672 | $3,972-83.1% | $5,351-87.4% | $5,124-86.9% |