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 | $32,875 | $135,952-75.8% | $123,892-73.5% | $273,961-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,678 | $5,170-28.9% | $4,617-20.3% | $4,869-24.5% |
| Participant deferral / active EE | $6,738 | $6,343+6.2% | $5,984+12.6% | $5,287+27.4% |
| Admin fee / account holder | $20,089 | $9,817+104.6% | $8,357+140.4% | $10,132+98.3% |