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 | $30,435 | $65,685-53.7% | $57,179-46.8% | $273,961-88.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.34% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,445 | $3,279-25.4% | $2,682-8.9% | $4,869-49.8% |
| Participant deferral / active EE | $6,412 | $3,782+69.6% | $3,096+107.1% | $5,287+21.3% |
| Admin fee / account holder | $445 | $4,835-90.8% | $3,139-85.8% | $10,132-95.6% |