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 | $48,315 | $132,239-63.5% | $105,722-54.3% | $273,961-82.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 8.91% | 10.07%-1.2pp | 12.25%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,598 | $4,867-5.5% | $4,079+12.7% | $4,869-5.6% |
| Participant deferral / active EE | $8,020 | $6,233+28.7% | $5,326+50.6% | $5,287+51.7% |
| Admin fee / account holder | $2,007 | $12,032-83.3% | $8,308-75.8% | $10,132-80.2% |