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 | $56,233 | $153,772-63.4% | $133,980-58.0% | $273,961-79.5% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 7.49% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,215 | $6,029-63.3% | $5,211-57.5% | $4,869-54.5% |
| Participant deferral / active EE | $2,855 | $6,958-59.0% | $6,282-54.6% | $5,287-46.0% |
| Admin fee / account holder | $661 | $11,765-94.4% | $9,324-92.9% | $10,132-93.5% |