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 | $109,632 | $135,952-19.4% | $123,892-11.5% | $273,961-60.0% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 4.67% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,630 | $5,170-68.5% | $4,617-64.7% | $4,869-66.5% |
| Participant deferral / active EE | $4,751 | $6,343-25.1% | $5,984-20.6% | $5,287-10.1% |
| Admin fee / account holder | $3,412 | $9,817-65.2% | $8,357-59.2% | $10,132-66.3% |