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 | $99,561 | $181,894-45.3% | $156,549-36.4% | $273,961-63.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.82% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $6,326 | $6,248+1.3% | $5,501+15.0% | $4,869+29.9% |
| Participant deferral / active EE | $3,358 | $5,550-39.5% | $4,871-31.1% | $5,287-36.5% |
| Admin fee / account holder | $511 | $15,559-96.7% | $13,027-96.1% | $10,132-95.0% |