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 | $73,777 | $92,222-20.0% | $76,768-3.9% | $135,375-45.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 0.11% | 5.46%-5.3pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,160 | $3,216-63.9% | $2,485-53.3% | $4,779-75.7% |
| Participant deferral / active EE | $2,693 | $4,509-40.3% | $3,852-30.1% | $5,609-52.0% |
| Admin fee / account holder | $1,968 | $10,748-81.7% | $6,675-70.5% | $10,827-81.8% |