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 | $109,954 | $167,307-34.3% | $143,757-23.5% | $134,475-18.2% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | 0.74% | 0.46%+0.3pp | -0.04%+0.8pp | 417.96%-417.2pp |
| Employer contribution / active EE | $2,575 | $5,619-54.2% | $4,951-48.0% | $4,740-45.7% |
| Participant deferral / active EE | $4,009 | $6,446-37.8% | $5,637-28.9% | $6,400-37.4% |
| Admin fee / account holder | $1,693 | $18,088-90.6% | $14,673-88.5% | $11,426-85.2% |