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 | $102,141 | $153,772-33.6% | $133,980-23.8% | $273,961-62.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 5.40% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,286 | $6,029-28.9% | $5,211-17.8% | $4,869-12.0% |
| Participant deferral / active EE | $3,086 | $6,958-55.6% | $6,282-50.9% | $5,287-41.6% |
| Admin fee / account holder | $302 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |