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 | $48,116 | $181,894-73.5% | $156,549-69.3% | $273,961-82.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.66% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,922 | $6,248-69.2% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $7,835 | $5,550+41.2% | $4,871+60.8% | $5,287+48.2% |
| Admin fee / account holder | $403 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |