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 | $84,037 | $110,094-23.7% | $151,611-44.6% | $68,494+22.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 4.56% | -10.12%+14.7pp | 3.33%+1.2pp | -7.84%+12.4pp |
| Employer contribution / active EE | $6,358 | $4,471+42.2% | $6,166+3.1% | $2,596+144.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,200 | $7,719+32.1% | $11,616-12.2% | $5,403+88.8% |