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 | $29,067 | $88,707-67.2% | $74,183-60.8% | $273,961-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.01% | 11.94%-3.9pp | 17.74%-9.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,476 | $3,159-21.6% | $2,370+4.5% | $4,869-49.2% |
| Participant deferral / active EE | $5,366 | $4,212+27.4% | $3,550+51.2% | $5,287+1.5% |
| Admin fee / account holder | $767 | $8,717-91.2% | $5,586-86.3% | $10,132-92.4% |