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 | $110,567 | $153,772-28.1% | $133,980-17.5% | $273,961-59.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.08% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,042 | $6,029-66.1% | $5,211-60.8% | $4,869-58.1% |
| Participant deferral / active EE | $2,651 | $6,958-61.9% | $6,282-57.8% | $5,287-49.9% |
| Admin fee / account holder | $6,361 | $11,765-45.9% | $9,324-31.8% | $10,132-37.2% |