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 | $82,057 | $100,326-18.2% | $180,183-54.5% | $84,808-3.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 14.72% | 17.86%-3.1pp | 27.86%-13.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,314 | $3,269-29.2% | $5,039-54.1% | $2,631-12.1% |
| Participant deferral / active EE | $6,111 | $5,066+20.6% | $6,822-10.4% | $4,212+45.1% |
| Admin fee / account holder | $9,385 | $9,674-3.0% | $19,975-53.0% | $7,344+27.8% |