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 | $96,588 | $153,772-37.2% | $133,980-27.9% | $273,961-64.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 6.20% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,659 | $6,029-55.9% | $5,211-49.0% | $4,869-45.4% |
| Participant deferral / active EE | $4,259 | $6,958-38.8% | $6,282-32.2% | $5,287-19.5% |
| Admin fee / account holder | $1,131 | $11,765-90.4% | $9,324-87.9% | $10,132-88.8% |