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 | $92,361 | $95,803-3.6% | $113,168-18.4% | $84,808+8.9% |
| Participation rate | 95.3% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+27.0pp |
| Annual return | 14.47% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,525 | $2,360+7.0% | $2,975-15.1% | $2,631-4.0% |
| Participant deferral / active EE | $6,201 | $4,242+46.2% | $5,107+21.4% | $4,212+47.2% |
| Admin fee / account holder | $25,071 | $8,989+178.9% | $12,068+107.8% | $7,344+241.4% |