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 | $59,312 | $181,894-67.4% | $156,549-62.1% | $273,961-78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.98% | 30.74%-19.8pp | 32.23%-21.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,127 | $6,248-66.0% | $5,501-61.3% | $4,869-56.3% |
| Participant deferral / active EE | $8,383 | $5,550+51.0% | $4,871+72.1% | $5,287+58.6% |
| Admin fee / account holder | $3,211 | $15,559-79.4% | $13,027-75.3% | $10,132-68.3% |