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 | $67,150 | $215,361-68.8% | $171,082-60.7% | $273,961-75.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 6.93% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,757 | $4,967-44.5% | $4,002-31.1% | $4,869-43.4% |
| Participant deferral / active EE | $8,946 | $5,543+61.4% | $4,797+86.5% | $5,287+69.2% |
| Admin fee / account holder | $4,087 | $10,846-62.3% | $8,520-52.0% | $10,132-59.7% |