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 | $119,833 | $132,239-9.4% | $105,722+13.3% | $273,961-56.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.03% | 10.07%-4.0pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,195 | $4,867+47.8% | $4,079+76.4% | $4,869+47.8% |
| Participant deferral / active EE | $14,527 | $6,233+133.1% | $5,326+172.8% | $5,287+174.8% |
| Admin fee / account holder | $36,625 | $12,032+204.4% | $8,308+340.8% | $10,132+261.5% |