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 | $142,970 | $96,557+48.1% | $80,975+76.6% | $273,961-47.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.08% | 15.14%-6.1pp | 17.10%-8.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,289 | $4,868-11.9% | $3,714+15.5% | $4,869-11.9% |
| Participant deferral / active EE | $3,065 | $6,598-53.5% | $5,696-46.2% | $5,287-42.0% |
| Admin fee / account holder | $1,201 | $7,492-84.0% | $5,516-78.2% | $10,132-88.1% |