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 | $126,607 | $181,894-30.4% | $156,549-19.1% | $273,961-53.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 3.40% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $4,101 | $6,248-34.4% | $5,501-25.5% | $4,869-15.8% |
| Participant deferral / active EE | $8,736 | $5,550+57.4% | $4,871+79.3% | $5,287+65.2% |
| Admin fee / account holder | $477 | $15,559-96.9% | $13,027-96.3% | $10,132-95.3% |