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 | $76,181 | $101,724-25.1% | $164,813-53.8% | $80,856-5.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.99% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,066 | $2,953-30.0% | $4,341-52.4% | $2,755-25.0% |
| Participant deferral / active EE | $5,301 | $4,477+18.4% | $6,031-12.1% | $4,296+23.4% |
| Admin fee / account holder | $5,992 | $8,227-27.2% | $12,690-52.8% | $6,918-13.4% |