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 | $41,748 | $127,100-67.2% | $105,738-60.5% | $135,375-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 6.08% | 4.49%+1.6pp | 6.27%-0.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $2,820 | $4,107-31.3% | $3,268-13.7% | $4,779-41.0% |
| Participant deferral / active EE | $1,765 | $5,064-65.1% | $4,080-56.7% | $5,609-68.5% |
| Admin fee / account holder | $19,112 | $9,087+110.3% | $6,913+176.5% | $10,827+76.5% |