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 | $83,918 | $88,707-5.4% | $74,183+13.1% | $273,961-69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.08% | 11.94%-8.9pp | 17.74%-14.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $9,177 | $3,159+190.5% | $2,370+287.2% | $4,869+88.5% |
| Participant deferral / active EE | $2,597 | $4,212-38.3% | $3,550-26.8% | $5,287-50.9% |
| Admin fee / account holder | $2,278 | $8,717-73.9% | $5,586-59.2% | $10,132-77.5% |