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 | $75,072 | $238,490-68.5% | $180,183-58.3% | $142,382-47.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.33% | 33.56%-18.2pp | 27.86%-12.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,459 | $6,143-11.1% | $5,039+8.3% | $4,299+27.0% |
| Participant deferral / active EE | $10,832 | $7,996+35.5% | $6,822+58.8% | $6,507+66.5% |
| Admin fee / account holder | $6,405 | $28,866-77.8% | $19,975-67.9% | $12,624-49.3% |