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 | $73,526 | $153,772-52.2% | $133,980-45.1% | $273,961-73.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.40% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,549 | $6,029-57.7% | $5,211-51.1% | $4,869-47.7% |
| Participant deferral / active EE | $9,657 | $6,958+38.8% | $6,282+53.7% | $5,287+82.6% |
| Admin fee / account holder | $1,446 | $11,765-87.7% | $9,324-84.5% | $10,132-85.7% |