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 | $90,410 | $95,803-5.6% | $113,168-20.1% | $84,808+6.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.62% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,596 | $2,360+10.0% | $2,975-12.7% | $2,631-1.3% |
| Participant deferral / active EE | $5,668 | $4,242+33.6% | $5,107+11.0% | $4,212+34.6% |
| Admin fee / account holder | $19,880 | $8,989+121.2% | $12,068+64.7% | $7,344+170.7% |