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 | $147,627 | $181,894-18.8% | $156,549-5.7% | $273,961-46.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.98% | 30.74%-23.8pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,949 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $3,993 | $5,550-28.1% | $4,871-18.0% | $5,287-24.5% |
| Admin fee / account holder | $475,639 | $15,559+2957.0% | $13,027+3551.1% | $10,132+4594.5% |