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 | $44,843 | $105,630-57.5% | $87,507-48.8% | $273,961-83.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 1.21% | 12.25%-11.0pp | 12.21%-11.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $600 | $3,141-80.9% | $2,550-76.5% | $4,869-87.7% |
| Participant deferral / active EE | $1,792 | $3,601-50.2% | $3,149-43.1% | $5,287-66.1% |
| Admin fee / account holder | $511 | $4,781-89.3% | $4,221-87.9% | $10,132-95.0% |