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 | $71,565 | $148,978-52.0% | $200,582-64.3% | $84,808-15.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.27% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,069 | $4,815-15.5% | $6,419-36.6% | $2,631+54.6% |
| Participant deferral / active EE | $10,223 | $7,142+43.1% | $9,331+9.6% | $4,212+142.7% |
| Admin fee / account holder | $50,093 | $13,977+258.4% | $16,305+207.2% | $7,344+582.1% |