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 | $42,282 | $153,772-72.5% | $133,980-68.4% | $273,961-84.6% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 4.50% | 36.51%-32.0pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,651 | $6,029-56.0% | $5,211-49.1% | $4,869-45.5% |
| Participant deferral / active EE | $3,475 | $6,958-50.1% | $6,282-44.7% | $5,287-34.3% |
| Admin fee / account holder | $3,357 | $11,765-71.5% | $9,324-64.0% | $10,132-66.9% |