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 | $75,422 | $181,894-58.5% | $156,549-51.8% | $273,961-72.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.49% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,923 | $6,248-5.2% | $5,501+7.7% | $4,869+21.6% |
| Participant deferral / active EE | $2,282 | $5,550-58.9% | $4,871-53.2% | $5,287-56.8% |
| Admin fee / account holder | $1,341 | $15,559-91.4% | $13,027-89.7% | $10,132-86.8% |