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 | $57,697 | $153,772-62.5% | $133,980-56.9% | $273,961-78.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 5.97% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,044 | $6,029-49.5% | $5,211-41.6% | $4,869-37.5% |
| Participant deferral / active EE | $4,134 | $6,958-40.6% | $6,282-34.2% | $5,287-21.8% |
| Admin fee / account holder | $8,326 | $11,765-29.2% | $9,324-10.7% | $10,132-17.8% |