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 | $89,021 | $181,894-51.1% | $156,549-43.1% | $273,961-67.5% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 3.61% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,523 | $6,248-59.6% | $5,501-54.1% | $4,869-48.2% |
| Participant deferral / active EE | $4,471 | $5,550-19.4% | $4,871-8.2% | $5,287-15.4% |
| Admin fee / account holder | $12,938 | $15,559-16.8% | $13,027-0.7% | $10,132+27.7% |