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 | $96,819 | $153,772-37.0% | $133,980-27.7% | $273,961-64.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.1%-13.4pp | 83.0%-9.3pp |
| Annual return | 8.86% | 36.51%-27.7pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,324 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $2,678 | $6,958-61.5% | $6,282-57.4% | $5,287-49.4% |
| Admin fee / account holder | $8,383 | $11,765-28.7% | $9,324-10.1% | $10,132-17.3% |