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 | $73,467 | $101,724-27.8% | $164,813-55.4% | $80,856-9.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 27.97% | 16.72%+11.3pp | 69.93%-42.0pp | 35.59%-7.6pp |
| Employer contribution / active EE | $3,552 | $2,953+20.3% | $4,341-18.2% | $2,755+28.9% |
| Participant deferral / active EE | $10,107 | $4,477+125.7% | $6,031+67.6% | $4,296+135.3% |
| Admin fee / account holder | $8,148 | $8,227-1.0% | $12,690-35.8% | $6,918+17.8% |