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 | $65,112 | $136,307-52.2% | $106,619-38.9% | $273,961-76.2% |
| Participation rate | 91.3% | 84.8%+6.5pp | 78.0%+13.3pp | 83.0%+8.3pp |
| Annual return | 4.94% | 11.05%-6.1pp | 9.42%-4.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,706 | $5,190-67.1% | $3,947-56.8% | $4,869-65.0% |
| Participant deferral / active EE | $2,447 | $4,969-50.8% | $3,930-37.7% | $5,287-53.7% |
| Admin fee / account holder | $2,147 | $8,625-75.1% | $6,418-66.5% | $10,132-78.8% |