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 | $100,616 | $138,347-27.3% | $184,203-45.4% | $80,856+24.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.00% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,883 | $4,850-19.9% | $6,427-39.6% | $2,755+40.9% |
| Participant deferral / active EE | $5,995 | $7,071-15.2% | $9,131-34.4% | $4,296+39.5% |
| Admin fee / account holder | $3,390 | $10,483-67.7% | $13,901-75.6% | $6,918-51.0% |