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 | $39,439 | $93,071-57.6% | $74,583-47.1% | $273,961-85.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.91% | 26.18%-23.3pp | 20.47%-17.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $7,934 | $3,160+151.1% | $2,525+214.2% | $4,869+63.0% |
| Participant deferral / active EE | $8,774 | $4,160+110.9% | $3,458+153.7% | $5,287+66.0% |
| Admin fee / account holder | $496,810 | $5,272+9322.7% | $4,138+11906.8% | $10,132+4803.4% |