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 | $105,124 | $153,772-31.6% | $133,980-21.5% | $273,961-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.95% | 36.51%-23.6pp | 29.30%-16.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $5,455 | $6,029-9.5% | $5,211+4.7% | $4,869+12.0% |
| Participant deferral / active EE | $11,279 | $6,958+62.1% | $6,282+79.5% | $5,287+113.3% |
| Admin fee / account holder | $3,262 | $11,765-72.3% | $9,324-65.0% | $10,132-67.8% |