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 | $100,088 | $64,480+55.2% | $81,382+23.0% | $80,856+23.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.37% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,310 | $1,978-33.8% | $2,463-46.8% | $2,755-52.5% |
| Participant deferral / active EE | $6,925 | $3,094+123.9% | $3,883+78.3% | $4,296+61.2% |
| Admin fee / account holder | $5,893 | $5,671+3.9% | $5,768+2.2% | $6,918-14.8% |