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 | $69,145 | $96,557-28.4% | $80,975-14.6% | $273,961-74.8% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 5.02% | 15.14%-10.1pp | 17.10%-12.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,208 | $4,868+27.5% | $3,714+67.1% | $4,869+27.5% |
| Participant deferral / active EE | $6,266 | $6,598-5.0% | $5,696+10.0% | $5,287+18.5% |
| Admin fee / account holder | $17,536 | $7,492+134.1% | $5,516+217.9% | $10,132+73.1% |