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 | $57,401 | $95,193-39.7% | $76,523-25.0% | $135,375-57.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 4.54% | 4.85%-0.3pp | -0.27%+4.8pp | 519.73%-515.2pp |
| Employer contribution / active EE | $1,663 | $3,302-49.7% | $2,647-37.2% | $4,779-65.2% |
| Participant deferral / active EE | $2,384 | $4,639-48.6% | $3,835-37.8% | $5,609-57.5% |
| Admin fee / account holder | $2,061 | $6,249-67.0% | $4,848-57.5% | $10,827-81.0% |