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 | $69,882 | $88,707-21.2% | $74,183-5.8% | $273,961-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.62% | 11.94%+4.7pp | 17.74%-1.1pp | 41.45%-24.8pp |
| Employer contribution / active EE | $3,125 | $3,159-1.1% | $2,370+31.9% | $4,869-35.8% |
| Participant deferral / active EE | $5,334 | $4,212+26.7% | $3,550+50.3% | $5,287+0.9% |
| Admin fee / account holder | $7,030 | $8,717-19.4% | $5,586+25.9% | $10,132-30.6% |