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 | $55,821 | $88,583-37.0% | $88,497-36.9% | $273,961-79.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.41% | 5.68%+1.7pp | 7.63%-0.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,758 | $4,502-16.5% | $4,036-6.9% | $4,869-22.8% |
| Participant deferral / active EE | $10,803 | $4,891+120.9% | $4,899+120.5% | $5,287+104.3% |
| Admin fee / account holder | $74,109 | $8,980+725.3% | $6,220+1091.5% | $10,132+631.4% |