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 | $113,541 | $153,772-26.2% | $133,980-15.3% | $273,961-58.6% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 8.17% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,147 | $6,029-47.8% | $5,211-39.6% | $4,869-35.4% |
| Participant deferral / active EE | $4,568 | $6,958-34.3% | $6,282-27.3% | $5,287-13.6% |
| Admin fee / account holder | $5,370 | $11,765-54.4% | $9,324-42.4% | $10,132-47.0% |