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 | $28,509 | $107,791-73.6% | $90,645-68.5% | $135,375-78.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4.42% | -0.90%+5.3pp | 1.88%+2.5pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,778 | $3,018-8.0% | $2,532+9.7% | $4,779-41.9% |
| Participant deferral / active EE | $1,188 | $3,872-69.3% | $3,425-65.3% | $5,609-78.8% |
| Admin fee / account holder | $412 | $5,930-93.1% | $4,994-91.8% | $10,827-96.2% |