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 | $55,174 | $181,894-69.7% | $156,549-64.8% | $273,961-79.9% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 10.05% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $8,898 | $6,248+42.4% | $5,501+61.8% | $4,869+82.8% |
| Participant deferral / active EE | $5,117 | $5,550-7.8% | $4,871+5.1% | $5,287-3.2% |
| Admin fee / account holder | $698 | $15,559-95.5% | $13,027-94.6% | $10,132-93.1% |