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 | $100,907 | $153,772-34.4% | $133,980-24.7% | $273,961-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.19% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $8,040 | $6,029+33.4% | $5,211+54.3% | $4,869+65.1% |
| Participant deferral / active EE | $9,290 | $6,958+33.5% | $6,282+47.9% | $5,287+75.7% |
| Admin fee / account holder | $34,092 | $11,765+189.8% | $9,324+265.6% | $10,132+236.5% |