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 | $88,124 | $135,952-35.2% | $123,892-28.9% | $273,961-67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,629 | $5,170+8.9% | $4,617+21.9% | $4,869+15.6% |
| Participant deferral / active EE | $8,062 | $6,343+27.1% | $5,984+34.7% | $5,287+52.5% |
| Admin fee / account holder | $2,381 | $9,817-75.7% | $8,357-71.5% | $10,132-76.5% |