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 | $50,544 | $99,341-49.1% | $84,750-40.4% | $273,961-81.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.09% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,895 | $4,214-55.0% | $3,574-47.0% | $4,869-61.1% |
| Participant deferral / active EE | $3,933 | $4,269-7.9% | $3,712+6.0% | $5,287-25.6% |
| Admin fee / account holder | $492 | $6,644-92.6% | $5,332-90.8% | $10,132-95.1% |