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 | $84,718 | $109,881-22.9% | $150,045-43.5% | $84,808-0.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.43% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,093 | $3,561-13.1% | $4,693-34.1% | $2,631+17.6% |
| Participant deferral / active EE | $8,793 | $6,636+32.5% | $7,997+10.0% | $4,212+108.8% |
| Admin fee / account holder | $4,368 | $8,568-49.0% | $13,435-67.5% | $7,344-40.5% |