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 | $111,430 | $181,894-38.7% | $156,549-28.8% | $273,961-59.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 8.79% | 30.74%-22.0pp | 32.23%-23.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,727 | $6,248-8.3% | $5,501+4.1% | $4,869+17.6% |
| Participant deferral / active EE | $5,015 | $5,550-9.6% | $4,871+3.0% | $5,287-5.1% |
| Admin fee / account holder | $717 | $15,559-95.4% | $13,027-94.5% | $10,132-92.9% |