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 | $57,892 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 12.70% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,075 | $4,961-58.2% | $4,693-55.8% | $4,299-51.7% |
| Participant deferral / active EE | $4,448 | $8,310-46.5% | $7,997-44.4% | $6,507-31.6% |
| Admin fee / account holder | $9,656 | $14,846-35.0% | $13,435-28.1% | $12,624-23.5% |