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 | $58,592 | $127,386-54.0% | $115,037-49.1% | $125,391-53.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $5,752 | $5,166+11.3% | $4,608+24.8% | $4,866+18.2% |
| Participant deferral / active EE | $4,586 | $6,423-28.6% | $6,026-23.9% | $5,352-14.3% |
| Admin fee / account holder | $1,157 | $9,516-87.8% | $8,175-85.9% | $9,540-87.9% |