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 | $74,859 | $153,311-51.2% | $109,313-31.5% | $273,961-72.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.47% | 29.86%-21.4pp | 22.07%-13.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,189 | $5,619-25.5% | $3,892+7.6% | $4,869-14.0% |
| Participant deferral / active EE | $1,054 | $3,932-73.2% | $3,166-66.7% | $5,287-80.1% |
| Admin fee / account holder | $886 | $8,076-89.0% | $5,666-84.4% | $10,132-91.3% |