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 | $151,875 | $215,361-29.5% | $171,082-11.2% | $273,961-44.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 9.56% | 25.14%-15.6pp | 32.56%-23.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,487 | $4,967-70.1% | $4,002-62.9% | $4,869-69.5% |
| Participant deferral / active EE | $4,456 | $5,543-19.6% | $4,797-7.1% | $5,287-15.7% |
| Admin fee / account holder | $1,664 | $10,846-84.7% | $8,520-80.5% | $10,132-83.6% |