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 | $37,701 | $181,894-79.3% | $156,549-75.9% | $273,961-86.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 4.76% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,837 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,195 | $5,550-42.4% | $4,871-34.4% | $5,287-39.6% |
| Admin fee / account holder | $4,068 | $15,559-73.9% | $13,027-68.8% | $10,132-59.9% |