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 | $67,863 | $181,894-62.7% | $156,549-56.7% | $273,961-75.2% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 7.21% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,471 | $6,248-60.4% | $5,501-55.1% | $4,869-49.2% |
| Participant deferral / active EE | $4,994 | $5,550-10.0% | $4,871+2.5% | $5,287-5.5% |
| Admin fee / account holder | $752 | $15,559-95.2% | $13,027-94.2% | $10,132-92.6% |