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 | $80,293 | $96,557-16.8% | $80,975-0.8% | $273,961-70.7% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 5.68% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,999 | $4,868-38.4% | $3,714-19.3% | $4,869-38.4% |
| Participant deferral / active EE | $5,256 | $6,598-20.3% | $5,696-7.7% | $5,287-0.6% |
| Admin fee / account holder | $4,822 | $7,492-35.6% | $5,516-12.6% | $10,132-52.4% |