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 | $67,607 | $153,772-56.0% | $133,980-49.5% | $273,961-75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.85% | 36.51%-27.7pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $6,635 | $6,029+10.1% | $5,211+27.3% | $4,869+36.3% |
| Participant deferral / active EE | $9,079 | $6,958+30.5% | $6,282+44.5% | $5,287+71.7% |
| Admin fee / account holder | $4,183 | $11,765-64.4% | $9,324-55.1% | $10,132-58.7% |