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 | $39,749 | $49,177-19.2% | $79,464-50.0% | $64,186-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.68% | -1.16%+7.8pp | 718.14%-711.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $6,917 | $2,076+233.2% | $2,800+147.0% | $2,381+190.5% |
| Participant deferral / active EE | $3,045 | $2,821+7.9% | $3,704-17.8% | $3,470-12.2% |
| Admin fee / account holder | $1,950 | $3,839-49.2% | $5,113-61.9% | $4,888-60.1% |