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 | $94,960 | $181,894-47.8% | $156,549-39.3% | $273,961-65.3% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 7.17% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,398 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $4,071 | $5,550-26.6% | $4,871-16.4% | $5,287-23.0% |
| Admin fee / account holder | $664 | $15,559-95.7% | $13,027-94.9% | $10,132-93.4% |