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 | $55,336 | $90,503-38.9% | $78,689-29.7% | $273,961-79.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.42% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,180 | $3,176-62.8% | $2,851-58.6% | $4,869-75.8% |
| Participant deferral / active EE | $5,009 | $3,901+28.4% | $3,517+42.4% | $5,287-5.3% |
| Admin fee / account holder | $8,924 | $5,263+69.6% | $4,510+97.9% | $10,132-11.9% |