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 | $70,039 | $181,894-61.5% | $156,549-55.3% | $273,961-74.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.24% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,747 | $6,248-72.0% | $5,501-68.2% | $4,869-64.1% |
| Participant deferral / active EE | $3,910 | $5,550-29.6% | $4,871-19.7% | $5,287-26.1% |
| Admin fee / account holder | $731 | $15,559-95.3% | $13,027-94.4% | $10,132-92.8% |