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 | $60,647 | $90,503-33.0% | $78,689-22.9% | $273,961-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.26% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,717 | $3,176-14.4% | $2,851-4.7% | $4,869-44.2% |
| Participant deferral / active EE | $7,990 | $3,901+104.8% | $3,517+127.2% | $5,287+51.1% |
| Admin fee / account holder | $9,340 | $5,263+77.5% | $4,510+107.1% | $10,132-7.8% |