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 | $108,859 | $153,772-29.2% | $133,980-18.7% | $273,961-60.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 11.67% | 36.51%-24.8pp | 29.30%-17.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $6,087 | $6,029+1.0% | $5,211+16.8% | $4,869+25.0% |
| Participant deferral / active EE | $14,590 | $6,958+109.7% | $6,282+132.3% | $5,287+176.0% |
| Admin fee / account holder | $3,631 | $11,765-69.1% | $9,324-61.1% | $10,132-64.2% |