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 9-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 | $83,573 | $95,803-12.8% | $113,168-26.2% | $84,808-1.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.42% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,872 | $2,360+21.7% | $2,975-3.5% | $2,631+9.2% |
| Participant deferral / active EE | $7,779 | $4,242+83.4% | $5,107+52.3% | $4,212+84.7% |
| Admin fee / account holder | $7,742 | $8,989-13.9% | $12,068-35.8% | $7,344+5.4% |