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 | $58,989 | $153,772-61.6% | $133,980-56.0% | $273,961-78.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 11.63% | 36.51%-24.9pp | 29.30%-17.7pp | 41.45%-29.8pp |
| Employer contribution / active EE | $2,459 | $6,029-59.2% | $5,211-52.8% | $4,869-49.5% |
| Participant deferral / active EE | $4,703 | $6,958-32.4% | $6,282-25.1% | $5,287-11.0% |
| Admin fee / account holder | $1,680 | $11,765-85.7% | $9,324-82.0% | $10,132-83.4% |