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 | $64,257 | $86,929-26.1% | $102,423-37.3% | $80,856-20.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.76% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,098 | $2,369+30.8% | $3,023+2.5% | $2,755+12.5% |
| Participant deferral / active EE | $6,588 | $4,118+60.0% | $5,053+30.4% | $4,296+53.4% |
| Admin fee / account holder | $1,058 | $8,049-86.9% | $9,451-88.8% | $6,918-84.7% |