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 | $59,904 | $97,881-38.8% | $80,004-25.1% | $125,391-52.2% |
| Participation rate | 76.5% | 77.9%-1.4pp | 73.0%+3.5pp | 83.2%-6.7pp |
| Annual return | 0.43% | 9.36%-8.9pp | 7.63%-7.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,082 | $3,744-17.7% | $3,204-3.8% | $5,352-42.4% |
| Admin fee / account holder | $4,676 | $6,278-25.5% | $5,033-7.1% | $9,540-51.0% |