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 | $86,289 | $181,894-52.6% | $156,549-44.9% | $273,961-68.5% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.82% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,578 | $6,248-58.7% | $5,501-53.1% | $4,869-47.1% |
| Participant deferral / active EE | $5,044 | $5,550-9.1% | $4,871+3.5% | $5,287-4.6% |
| Admin fee / account holder | $1,669 | $15,559-89.3% | $13,027-87.2% | $10,132-83.5% |