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 9-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 | $54,643 | $83,908-34.9% | $68,509-20.2% | $125,391-56.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | 0.16% | 14.48%-14.3pp | 8.27%-8.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $3,069 | $3,031+1.3% | $2,278+34.7% | $4,866-36.9% |
| Participant deferral / active EE | $4,337 | $4,125+5.1% | $3,382+28.2% | $5,352-19.0% |
| Admin fee / account holder | $359 | $8,982-96.0% | $5,275-93.2% | $9,540-96.2% |