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 | $56,306 | $181,894-69.0% | $156,549-64.0% | $273,961-79.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $11,688 | $6,248+87.1% | $5,501+112.5% | $4,869+140.1% |
| Participant deferral / active EE | $8,885 | $5,550+60.1% | $4,871+82.4% | $5,287+68.1% |
| Admin fee / account holder | $3,140 | $15,559-79.8% | $13,027-75.9% | $10,132-69.0% |