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 | $32,644 | $93,071-64.9% | $74,583-56.2% | $273,961-88.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.25% | 26.18%-20.9pp | 20.47%-15.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,832 | $3,160+116.2% | $2,525+170.6% | $4,869+40.3% |
| Participant deferral / active EE | $4,304 | $4,160+3.5% | $3,458+24.5% | $5,287-18.6% |
| Admin fee / account holder | $411 | $5,272-92.2% | $4,138-90.1% | $10,132-95.9% |