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 | $75,428 | $99,341-24.1% | $84,750-11.0% | $273,961-72.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.54% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,548 | $4,214-63.3% | $3,574-56.7% | $4,869-68.2% |
| Participant deferral / active EE | $2,132 | $4,269-50.1% | $3,712-42.6% | $5,287-59.7% |
| Admin fee / account holder | $3,547 | $6,644-46.6% | $5,332-33.5% | $10,132-65.0% |