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 | $98,380 | $153,772-36.0% | $133,980-26.6% | $273,961-64.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 5.82% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,321 | $6,029-78.1% | $5,211-74.6% | $4,869-72.9% |
| Participant deferral / active EE | $2,988 | $6,958-57.1% | $6,282-52.4% | $5,287-43.5% |
| Admin fee / account holder | $2,471 | $11,765-79.0% | $9,324-73.5% | $10,132-75.6% |