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 | $47,074 | $49,177-4.3% | $79,464-40.8% | $64,186-26.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.53% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $3,422 | $2,076+64.8% | $2,800+22.2% | $2,381+43.7% |
| Participant deferral / active EE | $3,024 | $2,821+7.2% | $3,704-18.4% | $3,470-12.8% |
| Admin fee / account holder | $4,914 | $3,839+28.0% | $5,113-3.9% | $4,888+0.5% |