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 | $85,495 | $135,952-37.1% | $123,892-31.0% | $273,961-68.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,259 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $3,200 | $6,343-49.5% | $5,984-46.5% | $5,287-39.5% |
| Admin fee / account holder | $4,008 | $9,817-59.2% | $8,357-52.0% | $10,132-60.4% |