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 | $81,554 | $99,341-17.9% | $84,750-3.8% | $273,961-70.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.14% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,905 | $4,214+16.4% | $3,574+37.2% | $4,869+0.7% |
| Participant deferral / active EE | $6,298 | $4,269+47.5% | $3,712+69.7% | $5,287+19.1% |
| Admin fee / account holder | $1,924 | $6,644-71.0% | $5,332-63.9% | $10,132-81.0% |