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 | $88,890 | $135,952-34.6% | $123,892-28.3% | $273,961-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $8,722 | $5,170+68.7% | $4,617+88.9% | $4,869+79.2% |
| Participant deferral / active EE | $4,981 | $6,343-21.5% | $5,984-16.8% | $5,287-5.8% |
| Admin fee / account holder | $1,232 | $9,817-87.5% | $8,357-85.3% | $10,132-87.8% |