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 | $86,833 | $181,894-52.3% | $156,549-44.5% | $273,961-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.27% | 30.74%-27.5pp | 32.23%-29.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,787 | $6,248-23.4% | $5,501-13.0% | $4,869-1.7% |
| Participant deferral / active EE | $3,795 | $5,550-31.6% | $4,871-22.1% | $5,287-28.2% |
| Admin fee / account holder | $110,077 | $15,559+607.5% | $13,027+745.0% | $10,132+986.4% |