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 | $60,853 | $153,772-60.4% | $133,980-54.6% | $273,961-77.8% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.1%-0.7pp | 83.0%+3.3pp |
| Annual return | 27.68% | 36.51%-8.8pp | 29.30%-1.6pp | 41.45%-13.8pp |
| Employer contribution / active EE | $3,494 | $6,029-42.0% | $5,211-33.0% | $4,869-28.2% |
| Participant deferral / active EE | $7,030 | $6,958+1.0% | $6,282+11.9% | $5,287+33.0% |
| Admin fee / account holder | $509 | $11,765-95.7% | $9,324-94.5% | $10,132-95.0% |