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 | $94,346 | $138,347-31.8% | $184,203-48.8% | $80,856+16.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.75% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,631 | $4,850-25.1% | $6,427-43.5% | $2,755+31.8% |
| Participant deferral / active EE | $5,306 | $7,071-25.0% | $9,131-41.9% | $4,296+23.5% |
| Admin fee / account holder | $3,025 | $10,483-71.1% | $13,901-78.2% | $6,918-56.3% |