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 | $74,848 | $99,341-24.7% | $84,750-11.7% | $273,961-72.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.37% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,724 | $4,214-59.1% | $3,574-51.8% | $4,869-64.6% |
| Participant deferral / active EE | $4,383 | $4,269+2.7% | $3,712+18.1% | $5,287-17.1% |
| Admin fee / account holder | $5,624 | $6,644-15.3% | $5,332+5.5% | $10,132-44.5% |