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 | $82,261 | $95,803-14.1% | $113,168-27.3% | $84,808-3.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.98% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,275 | $2,360-3.6% | $2,975-23.5% | $2,631-13.5% |
| Participant deferral / active EE | $6,900 | $4,242+62.7% | $5,107+35.1% | $4,212+63.8% |
| Admin fee / account holder | $7,671 | $8,989-14.7% | $12,068-36.4% | $7,344+4.4% |