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 | $64,763 | $181,894-64.4% | $156,549-58.6% | $273,961-76.4% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,583 | $6,248-10.6% | $5,501+1.5% | $4,869+14.7% |
| Participant deferral / active EE | $7,420 | $5,550+33.7% | $4,871+52.3% | $5,287+40.3% |
| Admin fee / account holder | $795 | $15,559-94.9% | $13,027-93.9% | $10,132-92.1% |