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 | $64,591 | $96,557-33.1% | $80,975-20.2% | $273,961-76.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.12% | 15.14%-8.0pp | 17.10%-10.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,393 | $4,868-9.8% | $3,714+18.3% | $4,869-9.8% |
| Participant deferral / active EE | $9,343 | $6,598+41.6% | $5,696+64.0% | $5,287+76.7% |
| Admin fee / account holder | $9,485 | $7,492+26.6% | $5,516+72.0% | $10,132-6.4% |