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 | $56,470 | $99,341-43.2% | $84,750-33.4% | $273,961-79.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.04% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,506 | $4,214-16.8% | $3,574-1.9% | $4,869-28.0% |
| Participant deferral / active EE | $3,384 | $4,269-20.7% | $3,712-8.8% | $5,287-36.0% |
| Admin fee / account holder | $961 | $6,644-85.5% | $5,332-82.0% | $10,132-90.5% |