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 | $79,762 | $88,583-10.0% | $88,497-9.9% | $273,961-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.91% | 5.68%-0.8pp | 7.63%-2.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,646 | $4,502-41.2% | $4,036-34.5% | $4,869-45.7% |
| Participant deferral / active EE | $6,213 | $4,891+27.0% | $4,899+26.8% | $5,287+17.5% |
| Admin fee / account holder | $1,957 | $8,980-78.2% | $6,220-68.5% | $10,132-80.7% |