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 | $104,955 | $88,583+18.5% | $88,497+18.6% | $273,961-61.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.4%+5.1pp | 83.0%+4.5pp |
| Annual return | 4.89% | 5.68%-0.8pp | 7.63%-2.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $3,032 | $4,502-32.7% | $4,036-24.9% | $4,869-37.7% |
| Participant deferral / active EE | $1,969 | $4,891-59.8% | $4,899-59.8% | $5,287-62.8% |
| Admin fee / account holder | $8,587 | $8,980-4.4% | $6,220+38.1% | $10,132-15.2% |