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 | $40,686 | $181,894-77.6% | $156,549-74.0% | $273,961-85.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 6.59% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $6,070 | $6,248-2.8% | $5,501+10.3% | $4,869+24.7% |
| Participant deferral / active EE | $6,825 | $5,550+23.0% | $4,871+40.1% | $5,287+29.1% |
| Admin fee / account holder | $4,016 | $15,559-74.2% | $13,027-69.2% | $10,132-60.4% |