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 | $123,973 | $88,583+40.0% | $88,497+40.1% | $273,961-54.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 82.4%+0.9pp | 83.0%+0.3pp |
| Annual return | 4.71% | 5.68%-1.0pp | 7.63%-2.9pp | 41.45%-36.7pp |
| Employer contribution / active EE | $6,106 | $4,502+35.6% | $4,036+51.3% | $4,869+25.4% |
| Participant deferral / active EE | $6,781 | $4,891+38.6% | $4,899+38.4% | $5,287+28.3% |
| Admin fee / account holder | $1,033 | $8,980-88.5% | $6,220-83.4% | $10,132-89.8% |