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 | $86,276 | $65,685+31.3% | $57,179+50.9% | $273,961-68.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.59% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,051 | $3,279-68.0% | $2,682-60.8% | $4,869-78.4% |
| Participant deferral / active EE | $1,416 | $3,782-62.5% | $3,096-54.3% | $5,287-73.2% |
| Admin fee / account holder | $3,910 | $4,835-19.1% | $3,139+24.6% | $10,132-61.4% |