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 | $43,788 | $181,894-75.9% | $156,549-72.0% | $273,961-84.0% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,821 | $6,248-70.9% | $5,501-66.9% | $4,869-62.6% |
| Participant deferral / active EE | $2,781 | $5,550-49.9% | $4,871-42.9% | $5,287-47.4% |
| Admin fee / account holder | $6,235 | $15,559-59.9% | $13,027-52.1% | $10,132-38.5% |