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 | $94,507 | $135,952-30.5% | $123,892-23.7% | $273,961-65.5% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 6.25% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,666 | $5,170-48.4% | $4,617-42.3% | $4,869-45.2% |
| Participant deferral / active EE | $5,097 | $6,343-19.6% | $5,984-14.8% | $5,287-3.6% |
| Admin fee / account holder | $2,361 | $9,817-76.0% | $8,357-71.7% | $10,132-76.7% |