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 | $52,730 | $181,894-71.0% | $156,549-66.3% | $273,961-80.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,384 | $6,248-61.8% | $5,501-56.7% | $4,869-51.0% |
| Participant deferral / active EE | $5,016 | $5,550-9.6% | $4,871+3.0% | $5,287-5.1% |
| Admin fee / account holder | $309 | $15,559-98.0% | $13,027-97.6% | $10,132-97.0% |