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 | $29,361 | $90,503-67.6% | $78,689-62.7% | $273,961-89.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.91% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,891 | $3,176-40.5% | $2,851-33.7% | $4,869-61.2% |
| Participant deferral / active EE | $3,618 | $3,901-7.3% | $3,517+2.9% | $5,287-31.6% |
| Admin fee / account holder | $474 | $5,263-91.0% | $4,510-89.5% | $10,132-95.3% |