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 | $81,748 | $135,952-39.9% | $123,892-34.0% | $273,961-70.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,965 | $5,170-42.7% | $4,617-35.8% | $4,869-39.1% |
| Participant deferral / active EE | $8,081 | $6,343+27.4% | $5,984+35.0% | $5,287+52.9% |
| Admin fee / account holder | $510 | $9,817-94.8% | $8,357-93.9% | $10,132-95.0% |