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 | $95,644 | $95,803-0.2% | $113,168-15.5% | $84,808+12.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,505 | $2,360+48.5% | $2,975+17.8% | $2,631+33.2% |
| Participant deferral / active EE | $4,130 | $4,242-2.6% | $5,107-19.1% | $4,212-1.9% |
| Admin fee / account holder | $4,770 | $8,989-46.9% | $12,068-60.5% | $7,344-35.0% |