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 | $85,676 | $90,503-5.3% | $78,689+8.9% | $273,961-68.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $516 | $3,176-83.7% | $2,851-81.9% | $4,869-89.4% |
| Participant deferral / active EE | $1,821 | $3,901-53.3% | $3,517-48.2% | $5,287-65.6% |
| Admin fee / account holder | $28,118 | $5,263+434.2% | $4,510+523.4% | $10,132+177.5% |