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 | $86,169 | $95,803-10.1% | $113,168-23.9% | $84,808+1.6% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 15.29% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,654 | $2,360+182.0% | $2,975+123.7% | $2,631+152.9% |
| Participant deferral / active EE | $6,758 | $4,242+59.3% | $5,107+32.3% | $4,212+60.5% |
| Admin fee / account holder | $40,956 | $8,989+355.6% | $12,068+239.4% | $7,344+457.7% |