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 | $78,821 | $153,311-48.6% | $109,313-27.9% | $273,961-71.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.77% | 29.86%-22.1pp | 22.07%-14.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,778 | $5,619-32.8% | $3,892-2.9% | $4,869-22.4% |
| Participant deferral / active EE | $8,398 | $3,932+113.6% | $3,166+165.2% | $5,287+58.8% |
| Admin fee / account holder | $1,980 | $8,076-75.5% | $5,666-65.0% | $10,132-80.5% |