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 | $96,012 | $95,803+0.2% | $113,168-15.2% | $84,808+13.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.30% | 25.00%-2.7pp | 24.27%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $6,390 | $2,360+170.8% | $2,975+114.8% | $2,631+142.9% |
| Participant deferral / active EE | $7,023 | $4,242+65.6% | $5,107+37.5% | $4,212+66.8% |
| Admin fee / account holder | $2,339 | $8,989-74.0% | $12,068-80.6% | $7,344-68.2% |