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 | $78,055 | $181,894-57.1% | $156,549-50.1% | $273,961-71.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.81% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,356 | $6,248-30.3% | $5,501-20.8% | $4,869-10.5% |
| Participant deferral / active EE | $4,551 | $5,550-18.0% | $4,871-6.6% | $5,287-13.9% |
| Admin fee / account holder | $2,128 | $15,559-86.3% | $13,027-83.7% | $10,132-79.0% |