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 | $84,577 | $64,307+31.5% | $57,343+47.5% | $125,391-32.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.97% | 25.12%-23.2pp | 24.39%-22.4pp | 282.22%-280.3pp |
| Employer contribution / active EE | $3,799 | $3,193+19.0% | $2,689+41.3% | $4,866-21.9% |
| Participant deferral / active EE | $6,374 | $3,848+65.6% | $3,162+101.6% | $5,352+19.1% |
| Admin fee / account holder | $3,031 | $5,242-42.2% | $3,356-9.7% | $9,540-68.2% |