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 | $84,583 | $148,978-43.2% | $200,582-57.8% | $84,808-0.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.60% | 28.16%-11.6pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,615 | $4,815+16.6% | $6,419-12.5% | $2,631+113.4% |
| Participant deferral / active EE | $7,328 | $7,142+2.6% | $9,331-21.5% | $4,212+74.0% |
| Admin fee / account holder | $3,454 | $13,977-75.3% | $16,305-78.8% | $7,344-53.0% |