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 | $59,139 | $140,578-57.9% | $100,671-41.3% | $125,391-52.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 4.33% | 24.67%-20.3pp | 20.43%-16.1pp | 282.22%-277.9pp |
| Employer contribution / active EE | $602 | $5,965-89.9% | $4,012-85.0% | $4,866-87.6% |
| Participant deferral / active EE | $1,203 | $3,981-69.8% | $3,144-61.7% | $5,352-77.5% |
| Admin fee / account holder | $2,025 | $6,716-69.9% | $4,850-58.3% | $9,540-78.8% |