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 | $43,725 | $71,883-39.2% | $86,677-49.6% | $68,494-36.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 15.68% | 3.52%+12.2pp | 35.91%-20.2pp | -7.84%+23.5pp |
| Employer contribution / active EE | $3,708 | $2,173+70.7% | $2,836+30.7% | $2,596+42.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,254 | $6,112-14.0% | $7,493-29.9% | $5,403-2.8% |