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 | $57,741 | $62,586-7.7% | $76,768-24.8% | $64,186-10.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.74% | -1.95%+2.7pp | 2.43%-1.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,400 | $1,832+31.0% | $2,485-3.4% | $2,381+0.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,189 | $4,667-31.7% | $6,675-52.2% | $4,888-34.8% |