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 | $76,977 | $92,222-16.5% | $76,768+0.3% | $135,375-43.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | 0.11% | 5.46%-5.4pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,874 | $3,216-41.7% | $2,485-24.6% | $4,779-60.8% |
| Participant deferral / active EE | $4,290 | $4,509-4.9% | $3,852+11.4% | $5,609-23.5% |
| Admin fee / account holder | $2,145 | $10,748-80.0% | $6,675-67.9% | $10,827-80.2% |