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 | $83,152 | $95,803-13.2% | $113,168-26.5% | $84,808-2.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.08% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,880 | $2,360+22.0% | $2,975-3.2% | $2,631+9.5% |
| Participant deferral / active EE | $8,727 | $4,242+105.7% | $5,107+70.9% | $4,212+107.2% |
| Admin fee / account holder | $22,186 | $8,989+146.8% | $12,068+83.8% | $7,344+202.1% |