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 | $117,493 | $181,894-35.4% | $156,549-24.9% | $273,961-57.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 9.22% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $9,175 | $6,248+46.8% | $5,501+66.8% | $4,869+88.4% |
| Participant deferral / active EE | $6,648 | $5,550+19.8% | $4,871+36.5% | $5,287+25.7% |
| Admin fee / account holder | $685 | $15,559-95.6% | $13,027-94.7% | $10,132-93.2% |