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 5-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 | $67,420 | $81,460-17.2% | $103,333-34.8% | $80,856-16.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.53% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,346 | $3,105-24.4% | $3,868-39.3% | $2,755-14.8% |
| Participant deferral / active EE | $4,183 | $3,869+8.1% | $5,057-17.3% | $4,296-2.6% |
| Admin fee / account holder | $4,655 | $6,566-29.1% | $8,355-44.3% | $6,918-32.7% |