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 | $75,935 | $153,772-50.6% | $133,980-43.3% | $273,961-72.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 4.03% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,211 | $6,029-63.3% | $5,211-57.6% | $4,869-54.6% |
| Participant deferral / active EE | $3,437 | $6,958-50.6% | $6,282-45.3% | $5,287-35.0% |
| Admin fee / account holder | $323 | $11,765-97.3% | $9,324-96.5% | $10,132-96.8% |