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 | $74,772 | $113,935-34.4% | $94,224-20.6% | $125,391-40.4% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | 0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,108 | $4,727-76.6% | $3,587-69.1% | $4,866-77.2% |
| Participant deferral / active EE | $4,719 | $5,179-8.9% | $4,320+9.2% | $5,352-11.8% |
| Admin fee / account holder | $7,718 | $8,391-8.0% | $6,269+23.1% | $9,540-19.1% |