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 | $58,118 | $181,894-68.0% | $156,549-62.9% | $273,961-78.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 21.07% | 30.74%-9.7pp | 32.23%-11.2pp | 41.45%-20.4pp |
| Employer contribution / active EE | $1,899 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $5,547 | $5,550-0.1% | $4,871+13.9% | $5,287+4.9% |
| Admin fee / account holder | $6,644 | $15,559-57.3% | $13,027-49.0% | $10,132-34.4% |