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 | $83,471 | $181,894-54.1% | $156,549-46.7% | $273,961-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.55% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,717 | $6,248-56.5% | $5,501-50.6% | $4,869-44.2% |
| Participant deferral / active EE | $4,507 | $5,550-18.8% | $4,871-7.5% | $5,287-14.8% |
| Admin fee / account holder | $934 | $15,559-94.0% | $13,027-92.8% | $10,132-90.8% |