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 | $142,512 | $215,361-33.8% | $171,082-16.7% | $273,961-48.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.07% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,492 | $4,967-70.0% | $4,002-62.7% | $4,869-69.4% |
| Participant deferral / active EE | $4,629 | $5,543-16.5% | $4,797-3.5% | $5,287-12.4% |
| Admin fee / account holder | $1,707 | $10,846-84.3% | $8,520-80.0% | $10,132-83.1% |