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 | $57,039 | $135,952-58.0% | $123,892-54.0% | $273,961-79.2% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,090 | $5,170-59.6% | $4,617-54.7% | $4,869-57.1% |
| Participant deferral / active EE | $5,700 | $6,343-10.1% | $5,984-4.8% | $5,287+7.8% |
| Admin fee / account holder | $5,354 | $9,817-45.5% | $8,357-35.9% | $10,132-47.2% |