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 | $67,719 | $132,239-48.8% | $105,722-35.9% | $273,961-75.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 78.9%+1.1pp | 83.0%-3.0pp |
| Annual return | 9.00% | 10.07%-1.1pp | 12.25%-3.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,239 | $4,867-33.4% | $4,079-20.6% | $4,869-33.5% |
| Participant deferral / active EE | $4,212 | $6,233-32.4% | $5,326-20.9% | $5,287-20.3% |
| Admin fee / account holder | $4,364 | $12,032-63.7% | $8,308-47.5% | $10,132-56.9% |