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 | $74,238 | $181,894-59.2% | $156,549-52.6% | $273,961-72.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.80% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,971 | $6,248-52.4% | $5,501-46.0% | $4,869-39.0% |
| Participant deferral / active EE | $6,922 | $5,550+24.7% | $4,871+42.1% | $5,287+30.9% |
| Admin fee / account holder | $31,931 | $15,559+105.2% | $13,027+145.1% | $10,132+215.1% |