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 | $120,151 | $181,894-33.9% | $156,549-23.3% | $273,961-56.1% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 12.38% | 30.74%-18.4pp | 32.23%-19.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,369 | $6,248-78.1% | $5,501-75.1% | $4,869-71.9% |
| Participant deferral / active EE | $4,501 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $3,454 | $15,559-77.8% | $13,027-73.5% | $10,132-65.9% |