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 | $103,883 | $135,952-23.6% | $123,892-16.2% | $273,961-62.1% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,449 | $5,170-72.0% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $5,412 | $6,343-14.7% | $5,984-9.6% | $5,287+2.4% |
| Admin fee / account holder | $2,072 | $9,817-78.9% | $8,357-75.2% | $10,132-79.5% |