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 | $130,891 | $181,894-28.0% | $156,549-16.4% | $273,961-52.2% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 8.83% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,360 | $6,248-62.2% | $5,501-57.1% | $4,869-51.5% |
| Participant deferral / active EE | $5,682 | $5,550+2.4% | $4,871+16.7% | $5,287+7.5% |
| Admin fee / account holder | $707 | $15,559-95.5% | $13,027-94.6% | $10,132-93.0% |