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 | $103,580 | $109,413-5.3% | $156,263-33.7% | $84,808+22.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.63% | 20.18%-3.6pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,145 | $2,907+8.2% | $4,333-27.4% | $2,631+19.6% |
| Participant deferral / active EE | $7,724 | $4,590+68.3% | $6,158+25.4% | $4,212+83.4% |
| Admin fee / account holder | $7,776 | $9,357-16.9% | $14,255-45.4% | $7,344+5.9% |