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 | $100,576 | $153,772-34.6% | $133,980-24.9% | $273,961-63.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,394 | $6,029-60.3% | $5,211-54.1% | $4,869-50.8% |
| Participant deferral / active EE | $7,971 | $6,958+14.6% | $6,282+26.9% | $5,287+50.8% |
| Admin fee / account holder | $2,086 | $11,765-82.3% | $9,324-77.6% | $10,132-79.4% |