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 | $77,336 | $56,897+35.9% | $84,750-8.7% | $62,891+23.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.44% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,343 | $2,400-2.4% | $3,574-34.5% | $2,281+2.7% |
| Participant deferral / active EE | $5,582 | $2,709+106.0% | $3,712+50.4% | $3,203+74.3% |
| Admin fee / account holder | $949 | $3,581-73.5% | $5,332-82.2% | $4,296-77.9% |