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 | $79,712 | $153,311-48.0% | $109,313-27.1% | $273,961-70.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 5.22% | 29.86%-24.6pp | 22.07%-16.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $373 | $5,619-93.4% | $3,892-90.4% | $4,869-92.3% |
| Participant deferral / active EE | $2,365 | $3,932-39.8% | $3,166-25.3% | $5,287-55.3% |
| Admin fee / account holder | $615 | $8,076-92.4% | $5,666-89.1% | $10,132-93.9% |