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 | $93,005 | $181,894-48.9% | $156,549-40.6% | $273,961-66.1% |
| Participation rate | 87.0% | 88.4%-1.4pp | 84.0%+2.9pp | 83.0%+3.9pp |
| Annual return | 4.83% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,885 | $6,248-69.8% | $5,501-65.7% | $4,869-61.3% |
| Participant deferral / active EE | $3,133 | $5,550-43.5% | $4,871-35.7% | $5,287-40.7% |
| Admin fee / account holder | $3,216 | $15,559-79.3% | $13,027-75.3% | $10,132-68.3% |