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 | $67,014 | $181,894-63.2% | $156,549-57.2% | $273,961-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.82% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,595 | $6,248+5.6% | $5,501+19.9% | $4,869+35.5% |
| Participant deferral / active EE | $3,259 | $5,550-41.3% | $4,871-33.1% | $5,287-38.4% |
| Admin fee / account holder | $1,690 | $15,559-89.1% | $13,027-87.0% | $10,132-83.3% |