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 | $92,064 | $181,894-49.4% | $156,549-41.2% | $273,961-66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.04% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $5,170 | $6,248-17.3% | $5,501-6.0% | $4,869+6.2% |
| Participant deferral / active EE | $2,574 | $5,550-53.6% | $4,871-47.2% | $5,287-51.3% |
| Admin fee / account holder | $28,049 | $15,559+80.3% | $13,027+115.3% | $10,132+176.8% |