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 | $53,283 | $181,894-70.7% | $156,549-66.0% | $273,961-80.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,966 | $5,550-64.6% | $4,871-59.6% | $5,287-62.8% |
| Admin fee / account holder | $1,114 | $15,559-92.8% | $13,027-91.4% | $10,132-89.0% |