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 | $70,103 | $83,337-15.9% | $67,834+3.3% | $273,961-74.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.00% | 259.45%-256.4pp | 138.47%-135.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $3,250 | $3,287-1.1% | $2,403+35.2% | $4,869-33.2% |
| Participant deferral / active EE | $3,998 | $4,088-2.2% | $3,160+26.5% | $5,287-24.4% |
| Admin fee / account holder | $5,287 | $6,752-21.7% | $4,622+14.4% | $10,132-47.8% |