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 | $51,895 | $132,239-60.8% | $105,722-50.9% | $273,961-81.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 6.19% | 10.07%-3.9pp | 12.25%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,713 | $4,867-64.8% | $4,079-58.0% | $4,869-64.8% |
| Participant deferral / active EE | $5,489 | $6,233-11.9% | $5,326+3.1% | $5,287+3.8% |
| Admin fee / account holder | $411 | $12,032-96.6% | $8,308-95.1% | $10,132-95.9% |