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 | $91,490 | $123,793-26.1% | $177,821-48.5% | $79,858+14.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.61% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,027 | $4,095-26.1% | $5,918-48.9% | $2,471+22.5% |
| Participant deferral / active EE | $3,104 | $5,956-47.9% | $7,714-59.8% | $3,740-17.0% |
| Admin fee / account holder | $1,087 | $7,243-85.0% | $12,427-91.3% | $5,306-79.5% |