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 | $77,903 | $80,717-3.5% | $154,803-49.7% | $84,808-8.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.96% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,898 | $2,761+5.0% | $4,305-32.7% | $2,631+10.2% |
| Participant deferral / active EE | $6,037 | $3,303+82.8% | $5,540+9.0% | $4,212+43.3% |
| Admin fee / account holder | $6,354 | $6,746-5.8% | $14,329-55.7% | $7,344-13.5% |