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 | $41,257 | $54,726-24.6% | $68,793-40.0% | $64,186-35.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.03% | -1.62%+11.6pp | -4.63%+14.7pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,863 | $1,846+55.1% | $2,625+9.1% | $2,381+20.2% |
| Participant deferral / active EE | $2,231 | $2,626-15.1% | $3,311-32.6% | $3,470-35.7% |
| Admin fee / account holder | $2,378 | $4,027-40.9% | $5,131-53.6% | $4,888-51.3% |