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 | $102,687 | $148,978-31.1% | $200,582-48.8% | $84,808+21.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.50% | 28.16%-14.7pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,960 | $4,815-17.8% | $6,419-38.3% | $2,631+50.5% |
| Participant deferral / active EE | $6,094 | $7,142-14.7% | $9,331-34.7% | $4,212+44.7% |
| Admin fee / account holder | $8,390 | $13,977-40.0% | $16,305-48.5% | $7,344+14.3% |