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 | $77,587 | $95,803-19.0% | $113,168-31.4% | $84,808-8.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,108 | $2,360-10.7% | $2,975-29.2% | $2,631-19.9% |
| Participant deferral / active EE | $3,282 | $4,242-22.6% | $5,107-35.7% | $4,212-22.1% |
| Admin fee / account holder | $6,319 | $8,989-29.7% | $12,068-47.6% | $7,344-14.0% |