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 9-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 | $86,136 | $105,630-18.5% | $87,507-1.6% | $273,961-68.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.11% | 12.25%-3.1pp | 12.21%-3.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,176 | $3,141-30.7% | $2,550-14.7% | $4,869-55.3% |
| Participant deferral / active EE | $1,540 | $3,601-57.2% | $3,149-51.1% | $5,287-70.9% |
| Admin fee / account holder | $5,186 | $4,781+8.5% | $4,221+22.9% | $10,132-48.8% |