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 | $76,226 | $117,983-35.4% | $101,794-25.1% | $142,382-46.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.75% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,520 | $2,773-9.1% | $2,289+10.1% | $4,299-41.4% |
| Participant deferral / active EE | $6,840 | $4,714+45.1% | $4,084+67.5% | $6,507+5.1% |
| Admin fee / account holder | $6,219 | $10,433-40.4% | $8,777-29.1% | $12,624-50.7% |