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 | $106,326 | $99,341+7.0% | $84,750+25.5% | $273,961-61.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,232 | $4,214+24.2% | $3,574+46.4% | $4,869+7.5% |
| Participant deferral / active EE | $9,764 | $4,269+128.7% | $3,712+163.1% | $5,287+84.7% |
| Admin fee / account holder | $16,545 | $6,644+149.0% | $5,332+210.3% | $10,132+63.3% |