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 | $73,875 | $99,341-25.6% | $84,750-12.8% | $273,961-73.0% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 7.65% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,069 | $4,214-74.6% | $3,574-70.1% | $4,869-78.0% |
| Participant deferral / active EE | $2,745 | $4,269-35.7% | $3,712-26.1% | $5,287-48.1% |
| Admin fee / account holder | $772 | $6,644-88.4% | $5,332-85.5% | $10,132-92.4% |