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 | $46,646 | $140,578-66.8% | $100,671-53.7% | $125,391-62.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | 0.44% | 24.67%-24.2pp | 20.43%-20.0pp | 282.22%-281.8pp |
| Employer contribution / active EE | $222 | $5,965-96.3% | $4,012-94.5% | $4,866-95.4% |
| Participant deferral / active EE | $1,952 | $3,981-51.0% | $3,144-37.9% | $5,352-63.5% |
| Admin fee / account holder | $787 | $6,716-88.3% | $4,850-83.8% | $9,540-91.7% |