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 | $45,495 | $181,894-75.0% | $156,549-70.9% | $273,961-83.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 11.45% | 30.74%-19.3pp | 32.23%-20.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,698 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $5,184 | $5,550-6.6% | $4,871+6.4% | $5,287-2.0% |
| Admin fee / account holder | $7,646 | $15,559-50.9% | $13,027-41.3% | $10,132-24.5% |