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 | $56,314 | $93,071-39.5% | $74,583-24.5% | $273,961-79.4% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 5.67% | 26.18%-20.5pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,743 | $3,160-44.8% | $2,525-31.0% | $4,869-64.2% |
| Participant deferral / active EE | $4,661 | $4,160+12.0% | $3,458+34.8% | $5,287-11.8% |
| Admin fee / account holder | $2,545 | $5,272-51.7% | $4,138-38.5% | $10,132-74.9% |