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 | $75,008 | $99,341-24.5% | $84,750-11.5% | $273,961-72.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.24% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,984 | $4,214-52.9% | $3,574-44.5% | $4,869-59.3% |
| Participant deferral / active EE | $2,294 | $4,269-46.3% | $3,712-38.2% | $5,287-56.6% |
| Admin fee / account holder | $3,172 | $6,644-52.3% | $5,332-40.5% | $10,132-68.7% |