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 | $98,676 | $181,894-45.8% | $156,549-37.0% | $273,961-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.80% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $9,948 | $6,248+59.2% | $5,501+80.8% | $4,869+104.3% |
| Participant deferral / active EE | $4,026 | $5,550-27.5% | $4,871-17.3% | $5,287-23.9% |
| Admin fee / account holder | $1,903 | $15,559-87.8% | $13,027-85.4% | $10,132-81.2% |