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 | $87,797 | $80,673+8.8% | $101,326-13.4% | $84,808+3.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.03% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,559 | $2,698-5.1% | $3,665-30.2% | $2,631-2.7% |
| Participant deferral / active EE | $5,485 | $6,840-19.8% | $7,994-31.4% | $4,212+30.2% |
| Admin fee / account holder | $8,417 | $12,784-34.2% | $11,185-24.8% | $7,344+14.6% |