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 | $86,978 | $88,707-1.9% | $74,183+17.2% | $273,961-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.24% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,379 | $3,159-24.7% | $2,370+0.4% | $4,869-51.1% |
| Participant deferral / active EE | $2,193 | $4,212-47.9% | $3,550-38.2% | $5,287-58.5% |
| Admin fee / account holder | $960 | $8,717-89.0% | $5,586-82.8% | $10,132-90.5% |