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 | $35,348 | $90,503-60.9% | $78,689-55.1% | $273,961-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.70% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $474 | $3,176-85.1% | $2,851-83.4% | $4,869-90.3% |
| Participant deferral / active EE | $857 | $3,901-78.0% | $3,517-75.6% | $5,287-83.8% |
| Admin fee / account holder | $5,801 | $5,263+10.2% | $4,510+28.6% | $10,132-42.7% |