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 9-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 | $84,725 | $54,726+54.8% | $68,793+23.2% | $64,186+32.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 0.56% | -1.62%+2.2pp | -4.63%+5.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $745 | $1,846-59.7% | $2,625-71.6% | $2,381-68.7% |
| Participant deferral / active EE | $7,448 | $2,626+183.6% | $3,311+124.9% | $3,470+114.7% |
| Admin fee / account holder | $6,295 | $4,027+56.3% | $5,131+22.7% | $4,888+28.8% |