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 | $35,625 | $181,894-80.4% | $156,549-77.2% | $273,961-87.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,147 | $6,248-65.6% | $5,501-61.0% | $4,869-55.9% |
| Participant deferral / active EE | $3,252 | $5,550-41.4% | $4,871-33.2% | $5,287-38.5% |
| Admin fee / account holder | $1,781 | $15,559-88.6% | $13,027-86.3% | $10,132-82.4% |