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 | $102,939 | $181,894-43.4% | $156,549-34.2% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,101 | $6,248-50.4% | $5,501-43.6% | $4,869-36.3% |
| Participant deferral / active EE | $8,788 | $5,550+58.3% | $4,871+80.4% | $5,287+66.2% |
| Admin fee / account holder | $3,946 | $15,559-74.6% | $13,027-69.7% | $10,132-61.1% |