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 | $97,670 | $148,978-34.4% | $200,582-51.3% | $84,808+15.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.17% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,694 | $4,815-23.3% | $6,419-42.4% | $2,631+40.4% |
| Participant deferral / active EE | $4,165 | $7,142-41.7% | $9,331-55.4% | $4,212-1.1% |
| Admin fee / account holder | $13,833 | $13,977-1.0% | $16,305-15.2% | $7,344+88.4% |