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 | $78,678 | $80,717-2.5% | $154,803-49.2% | $84,808-7.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.63% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,034 | $2,761-26.3% | $4,305-52.8% | $2,631-22.7% |
| Participant deferral / active EE | $2,938 | $3,303-11.1% | $5,540-47.0% | $4,212-30.2% |
| Admin fee / account holder | $381 | $6,746-94.3% | $14,329-97.3% | $7,344-94.8% |