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 | $79,563 | $83,477-4.7% | $125,175-36.4% | $72,985+9.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.77% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,368 | $2,345-41.7% | $3,865-64.6% | $2,440-43.9% |
| Participant deferral / active EE | $4,745 | $3,585+32.3% | $4,937-3.9% | $3,607+31.5% |
| Admin fee / account holder | $5,233 | $5,517-5.2% | $9,702-46.1% | $5,124+2.1% |