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 | $77,224 | $80,717-4.3% | $154,803-50.1% | $84,808-8.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.97% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,401 | $2,761-13.0% | $4,305-44.2% | $2,631-8.7% |
| Participant deferral / active EE | $3,579 | $3,303+8.3% | $5,540-35.4% | $4,212-15.0% |
| Admin fee / account holder | $6,890 | $6,746+2.1% | $14,329-51.9% | $7,344-6.2% |