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 | $87,652 | $181,894-51.8% | $156,549-44.0% | $273,961-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.30% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,028 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $6,175 | $5,550+11.3% | $4,871+26.8% | $5,287+16.8% |
| Admin fee / account holder | $1,171 | $15,559-92.5% | $13,027-91.0% | $10,132-88.4% |