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 4-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 | $71,428 | $153,772-53.5% | $133,980-46.7% | $273,961-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,875 | $6,029+14.0% | $5,211+31.9% | $4,869+41.2% |
| Participant deferral / active EE | $11,287 | $6,958+62.2% | $6,282+79.7% | $5,287+113.5% |
| Admin fee / account holder | $790 | $11,765-93.3% | $9,324-91.5% | $10,132-92.2% |