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 | $104,912 | $99,341+5.6% | $84,750+23.8% | $273,961-61.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.02% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,196 | $4,214-24.2% | $3,574-10.6% | $4,869-34.4% |
| Participant deferral / active EE | $5,910 | $4,269+38.4% | $3,712+59.2% | $5,287+11.8% |
| Admin fee / account holder | $10,478 | $6,644+57.7% | $5,332+96.5% | $10,132+3.4% |