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 | $58,662 | $135,952-56.9% | $123,892-52.7% | $273,961-78.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,859 | $5,170-64.0% | $4,617-59.7% | $4,869-61.8% |
| Participant deferral / active EE | $3,181 | $6,343-49.8% | $5,984-46.8% | $5,287-39.8% |
| Admin fee / account holder | $4,346 | $9,817-55.7% | $8,357-48.0% | $10,132-57.1% |