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 | $71,078 | $95,862-25.9% | $79,550-10.6% | $134,475-47.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.10% | -2.69%+3.8pp | 0.16%+0.9pp | 417.96%-416.9pp |
| Employer contribution / active EE | $10,093 | $3,128+222.7% | $2,413+318.3% | $4,740+113.0% |
| Participant deferral / active EE | $5,414 | $4,693+15.4% | $3,985+35.9% | $6,400-15.4% |
| Admin fee / account holder | $4,439 | $9,126-51.4% | $6,832-35.0% | $11,426-61.1% |