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 | $71,340 | $211,958-66.3% | $169,463-57.9% | $135,375-47.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.02% | 3.26%-3.2pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,408 | $5,120+5.6% | $4,159+30.0% | $4,779+13.2% |
| Participant deferral / active EE | $4,025 | $6,075-33.7% | $5,277-23.7% | $5,609-28.2% |
| Admin fee / account holder | $110,943 | $11,471+867.2% | $9,109+1117.9% | $10,827+924.7% |