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 | $113,900 | $96,956+17.5% | $70,014+62.7% | $273,961-58.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.56% | 12.93%-6.4pp | 12.99%-6.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $526 | $3,316-84.1% | $2,338-77.5% | $4,869-89.2% |
| Participant deferral / active EE | $1,665 | $3,744-55.5% | $2,931-43.2% | $5,287-68.5% |
| Admin fee / account holder | $11,088 | $7,934+39.8% | $4,380+153.1% | $10,132+9.4% |