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 | $103,492 | $181,894-43.1% | $156,549-33.9% | $273,961-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.85% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,777 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $4,894 | $5,550-11.8% | $4,871+0.5% | $5,287-7.4% |
| Admin fee / account holder | $393 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |