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 | $30,536 | $69,518-56.1% | $59,878-49.0% | $135,375-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.33% | 7.94%-7.6pp | 3.46%-3.1pp | 519.73%-519.4pp |
| Employer contribution / active EE | $3,234 | $3,2350% | $2,722+18.8% | $4,779-32.3% |
| Participant deferral / active EE | $5,410 | $4,206+28.6% | $3,402+59.0% | $5,609-3.6% |
| Admin fee / account holder | $7,008 | $5,734+22.2% | $3,590+95.2% | $10,827-35.3% |