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 | $94,759 | $99,341-4.6% | $84,750+11.8% | $273,961-65.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.03% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $4,662 | $4,214+10.6% | $3,574+30.4% | $4,869-4.2% |
| Participant deferral / active EE | $5,274 | $4,269+23.5% | $3,712+42.1% | $5,287-0.3% |
| Admin fee / account holder | $5,834 | $6,644-12.2% | $5,332+9.4% | $10,132-42.4% |