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 | $85,402 | $181,894-53.0% | $156,549-45.4% | $273,961-68.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.06% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,201 | $6,248-0.8% | $5,501+12.7% | $4,869+27.4% |
| Participant deferral / active EE | $3,361 | $5,550-39.4% | $4,871-31.0% | $5,287-36.4% |
| Admin fee / account holder | $557 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |