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 | $73,324 | $48,300+51.8% | $40,145,923-99.8% | $62,891+16.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 6.04% | 6.95%-0.9pp | 5.24%+0.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $4,189 | $1,333+214.2% | $1,844+127.2% | $2,281+83.7% |
| Participant deferral / active EE | $4,132 | $2,388+73.0% | $2,591+59.5% | $3,203+29.0% |
| Admin fee / account holder | $561 | $2,919-80.8% | $2,903-80.7% | $4,296-86.9% |