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 | $34,384 | $181,894-81.1% | $156,549-78.0% | $273,961-87.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 3.86% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,779 | $6,248-71.5% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $3,069 | $5,550-44.7% | $4,871-37.0% | $5,287-41.9% |
| Admin fee / account holder | $3,316 | $15,559-78.7% | $13,027-74.5% | $10,132-67.3% |