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 | $122,068 | $153,772-20.6% | $133,980-8.9% | $273,961-55.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.08% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $7,418 | $6,029+23.0% | $5,211+42.3% | $4,869+52.4% |
| Participant deferral / active EE | $4,211 | $6,958-39.5% | $6,282-33.0% | $5,287-20.4% |
| Admin fee / account holder | $2,014 | $11,765-82.9% | $9,324-78.4% | $10,132-80.1% |