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 | $57,589 | $165,335-65.2% | $149,696-61.5% | $158,922-63.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 8.17% | 348.15%-340.0pp | 276.60%-268.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,398 | $5,103-33.4% | $4,644-26.8% | $4,761-28.6% |
| Participant deferral / active EE | $4,569 | $7,181-36.4% | $6,842-33.2% | $5,982-23.6% |
| Admin fee / account holder | $9,661 | $10,807-10.6% | $9,309+3.8% | $11,246-14.1% |