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 | $92,758 | $215,361-56.9% | $171,082-45.8% | $273,961-66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.82% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $7,133 | $4,967+43.6% | $4,002+78.3% | $4,869+46.5% |
| Participant deferral / active EE | $3,744 | $5,543-32.5% | $4,797-22.0% | $5,287-29.2% |
| Admin fee / account holder | $692 | $10,846-93.6% | $8,520-91.9% | $10,132-93.2% |