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 | $62,670 | $181,894-65.5% | $156,549-60.0% | $273,961-77.1% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 6.53% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,207 | $6,248-32.7% | $5,501-23.5% | $4,869-13.6% |
| Participant deferral / active EE | $7,393 | $5,550+33.2% | $4,871+51.8% | $5,287+39.8% |
| Admin fee / account holder | $11,462 | $15,559-26.3% | $13,027-12.0% | $10,132+13.1% |