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 6-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 | $87,450 | $181,894-51.9% | $156,549-44.1% | $273,961-68.1% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,137 | $6,248-65.8% | $5,501-61.1% | $4,869-56.1% |
| Participant deferral / active EE | $4,400 | $5,550-20.7% | $4,871-9.7% | $5,287-16.8% |
| Admin fee / account holder | $446 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |