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 | $61,232 | $93,071-34.2% | $74,583-17.9% | $273,961-77.6% |
| Participation rate | 73.9% | 74.9%-1.0pp | 68.1%+5.8pp | 83.0%-9.1pp |
| Annual return | 8.04% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,216 | $3,160-61.5% | $2,525-51.9% | $4,869-75.0% |
| Participant deferral / active EE | $3,383 | $4,160-18.7% | $3,458-2.2% | $5,287-36.0% |
| Admin fee / account holder | $2,938 | $5,272-44.3% | $4,138-29.0% | $10,132-71.0% |