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 | $118,688 | $88,583+34.0% | $88,497+34.1% | $273,961-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 8.67% | 5.68%+3.0pp | 7.63%+1.0pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,534 | $4,502+22.9% | $4,036+37.1% | $4,869+13.7% |
| Participant deferral / active EE | $4,637 | $4,891-5.2% | $4,899-5.4% | $5,287-12.3% |
| Admin fee / account holder | $10,018 | $8,980+11.6% | $6,220+61.1% | $10,132-1.1% |