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 | $82,259 | $65,685+25.2% | $57,179+43.9% | $273,961-70.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.26% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $11,878 | $3,279+262.3% | $2,682+342.8% | $4,869+144.0% |
| Participant deferral / active EE | $5,939 | $3,782+57.0% | $3,096+91.8% | $5,287+12.3% |
| Admin fee / account holder | $11,438 | $4,835+136.6% | $3,139+264.4% | $10,132+12.9% |