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 | $53,025 | $153,772-65.5% | $133,980-60.4% | $273,961-80.6% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 9.11% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,400 | $6,029-43.6% | $5,211-34.8% | $4,869-30.2% |
| Participant deferral / active EE | $8,566 | $6,958+23.1% | $6,282+36.4% | $5,287+62.0% |
| Admin fee / account holder | $8,595 | $11,765-26.9% | $9,324-7.8% | $10,132-15.2% |