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 | $35,973 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-86.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 6.41% | 2.55%+3.9pp | 5.24%+1.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,392 | $2,350-40.8% | $1,844-24.5% | $4,869-71.4% |
| Participant deferral / active EE | $1,392 | $2,962-53.0% | $2,591-46.3% | $5,287-73.7% |
| Admin fee / account holder | $5,616 | $3,725+50.8% | $2,903+93.4% | $10,132-44.6% |