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 | $32,839 | $97,881-66.4% | $80,004-59.0% | $125,391-73.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.19% | 9.36%-9.2pp | 7.63%-7.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,676 | $3,128+17.5% | $2,473+48.7% | $4,866-24.5% |
| Participant deferral / active EE | $3,270 | $3,744-12.7% | $3,204+2.1% | $5,352-38.9% |
| Admin fee / account holder | $1,187 | $6,278-81.1% | $5,033-76.4% | $9,540-87.6% |