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 | $114,994 | $181,894-36.8% | $156,549-26.5% | $273,961-58.0% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.4pp | 83.0%+3.3pp |
| Annual return | 6.95% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $9,194 | $6,248+47.1% | $5,501+67.1% | $4,869+88.8% |
| Participant deferral / active EE | $7,102 | $5,550+28.0% | $4,871+45.8% | $5,287+34.3% |
| Admin fee / account holder | $11,669 | $15,559-25.0% | $13,027-10.4% | $10,132+15.2% |