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 | $110,057 | $215,361-48.9% | $171,082-35.7% | $273,961-59.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.70% | 25.14%-20.4pp | 32.56%-27.9pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,834 | $4,967+17.5% | $4,002+45.8% | $4,869+19.8% |
| Participant deferral / active EE | $5,182 | $5,543-6.5% | $4,797+8.0% | $5,287-2.0% |
| Admin fee / account holder | $16,290 | $10,846+50.2% | $8,520+91.2% | $10,132+60.8% |