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 | $99,941 | $181,894-45.1% | $156,549-36.2% | $273,961-63.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.23% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,963 | $6,248-68.6% | $5,501-64.3% | $4,869-59.7% |
| Participant deferral / active EE | $3,144 | $5,550-43.3% | $4,871-35.5% | $5,287-40.5% |
| Admin fee / account holder | $12,253 | $15,559-21.3% | $13,027-5.9% | $10,132+20.9% |