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 | $53,053 | $88,583-40.1% | $88,497-40.1% | $273,961-80.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.4%+5.1pp | 83.0%+4.5pp |
| Annual return | 8.31% | 5.68%+2.6pp | 7.63%+0.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,807 | $4,502-37.7% | $4,036-30.5% | $4,869-42.3% |
| Participant deferral / active EE | $4,990 | $4,891+2.0% | $4,899+1.9% | $5,287-5.6% |
| Admin fee / account holder | $1,963 | $8,980-78.1% | $6,220-68.4% | $10,132-80.6% |