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 | $58,167 | $153,772-62.2% | $133,980-56.6% | $273,961-78.8% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.1%-8.1pp | 83.0%-4.1pp |
| Annual return | 4.72% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,841 | $6,029-52.9% | $5,211-45.5% | $4,869-41.7% |
| Participant deferral / active EE | $4,663 | $6,958-33.0% | $6,282-25.8% | $5,287-11.8% |
| Admin fee / account holder | $14,703 | $11,765+25.0% | $9,324+57.7% | $10,132+45.1% |