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 | $53,730 | $181,894-70.5% | $156,549-65.7% | $273,961-80.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.02% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $6,840 | $6,248+9.5% | $5,501+24.3% | $4,869+40.5% |
| Participant deferral / active EE | $6,984 | $5,550+25.8% | $4,871+43.4% | $5,287+32.1% |
| Admin fee / account holder | $1,299 | $15,559-91.6% | $13,027-90.0% | $10,132-87.2% |