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 | $65,976 | $181,894-63.7% | $156,549-57.9% | $273,961-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.12% | 30.74%-17.6pp | 32.23%-19.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,396 | $6,248-77.7% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $4,440 | $5,550-20.0% | $4,871-8.8% | $5,287-16.0% |
| Admin fee / account holder | $6,347 | $15,559-59.2% | $13,027-51.3% | $10,132-37.4% |