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 | $120,637 | $88,707+36.0% | $74,183+62.6% | $273,961-56.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.92% | 11.94%-1.0pp | 17.74%-6.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,234 | $3,159+2.3% | $2,370+36.4% | $4,869-33.6% |
| Participant deferral / active EE | $4,565 | $4,212+8.4% | $3,550+28.6% | $5,287-13.7% |
| Admin fee / account holder | $856 | $8,717-90.2% | $5,586-84.7% | $10,132-91.5% |