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 | $93,413 | $95,803-2.5% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,117 | $2,360+32.1% | $2,975+4.8% | $2,631+18.5% |
| Participant deferral / active EE | $3,888 | $4,242-8.3% | $5,107-23.9% | $4,212-7.7% |
| Admin fee / account holder | $6,533 | $8,989-27.3% | $12,068-45.9% | $7,344-11.0% |