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 8-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 | $119,452 | $181,894-34.3% | $156,549-23.7% | $273,961-56.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,602 | $6,248-74.4% | $5,501-70.9% | $4,869-67.1% |
| Participant deferral / active EE | $8,984 | $5,550+61.9% | $4,871+84.4% | $5,287+69.9% |
| Admin fee / account holder | $916 | $15,559-94.1% | $13,027-93.0% | $10,132-91.0% |