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 | $60,044 | $90,503-33.7% | $78,689-23.7% | $273,961-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.76% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,184 | $3,176+63.2% | $2,851+81.9% | $4,869+6.5% |
| Participant deferral / active EE | $3,796 | $3,901-2.7% | $3,517+7.9% | $5,287-28.2% |
| Admin fee / account holder | $8,443 | $5,263+60.4% | $4,510+87.2% | $10,132-16.7% |