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 | $110,910 | $181,894-39.0% | $156,549-29.2% | $273,961-59.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,225 | $6,248-64.4% | $5,501-59.6% | $4,869-54.3% |
| Participant deferral / active EE | $4,704 | $5,550-15.2% | $4,871-3.4% | $5,287-11.0% |
| Admin fee / account holder | $1,025 | $15,559-93.4% | $13,027-92.1% | $10,132-89.9% |