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 | $92,114 | $99,341-7.3% | $84,750+8.7% | $273,961-66.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,763 | $4,214-10.7% | $3,574+5.3% | $4,869-22.7% |
| Participant deferral / active EE | $3,571 | $4,269-16.4% | $3,712-3.8% | $5,287-32.5% |
| Admin fee / account holder | $6,877 | $6,644+3.5% | $5,332+29.0% | $10,132-32.1% |