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 8-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 | $77,432 | $81,460-4.9% | $103,333-25.1% | $80,856-4.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.10% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,662 | $3,105+82.4% | $3,868+46.4% | $2,755+105.5% |
| Participant deferral / active EE | $4,209 | $3,869+8.8% | $5,057-16.8% | $4,296-2.0% |
| Admin fee / account holder | $2,999 | $6,566-54.3% | $8,355-64.1% | $6,918-56.6% |