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 | $75,452 | $78,926-4.4% | $136,749-44.8% | $84,808-11.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 20.89% | 18.17%+2.7pp | 24.33%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,282 | $2,134+6.9% | $3,400-32.9% | $2,631-13.3% |
| Participant deferral / active EE | $5,048 | $3,168+59.3% | $4,692+7.6% | $4,212+19.9% |
| Admin fee / account holder | $1,146 | $6,369-82.0% | $11,386-89.9% | $7,344-84.4% |