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 | $30,933 | $132,239-76.6% | $105,722-70.7% | $273,961-88.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.81% | 10.07%+0.7pp | 12.25%-1.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $11,072 | $4,867+127.5% | $4,079+171.4% | $4,869+127.4% |
| Participant deferral / active EE | $12,157 | $6,233+95.0% | $5,326+128.3% | $5,287+129.9% |
| Admin fee / account holder | $10,275 | $12,032-14.6% | $8,308+23.7% | $10,132+1.4% |