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 | $56,183 | $80,724-30.4% | $103,333-45.6% | $74,495-24.6% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 27.11% | 27.56%-0.5pp | 24.88%+2.2pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $2,700 | $3,157-14.5% | $3,868-30.2% | $2,623+2.9% |
| Participant deferral / active EE | $6,606 | $3,860+71.1% | $5,057+30.6% | $4,346+52.0% |
| Admin fee / account holder | $4,364 | $2,368+84.3% | $8,355-47.8% | $1,942+124.7% |