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 | $29,198 | $113,339-74.2% | $94,993-69.3% | $147,584-80.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.80% | 20.77%-7.0pp | 27.12%-13.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,189 | $3,160+0.9% | $2,603+22.5% | $4,876-34.6% |
| Participant deferral / active EE | $5,892 | $3,777+56.0% | $3,317+77.6% | $5,439+8.3% |
| Admin fee / account holder | $671 | $6,063-88.9% | $4,960-86.5% | $10,885-93.8% |