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 | $92,729 | $135,952-31.8% | $123,892-25.2% | $273,961-66.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.98% | 56.63%-50.7pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,853 | $5,170-6.1% | $4,617+5.1% | $4,869-0.3% |
| Participant deferral / active EE | $10,800 | $6,343+70.3% | $5,984+80.5% | $5,287+104.3% |
| Admin fee / account holder | $1,448 | $9,817-85.2% | $8,357-82.7% | $10,132-85.7% |