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 | $86,494 | $181,894-52.4% | $156,549-44.7% | $273,961-68.4% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 6.60% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,575 | $6,248-74.8% | $5,501-71.4% | $4,869-67.7% |
| Participant deferral / active EE | $5,436 | $5,550-2.1% | $4,871+11.6% | $5,287+2.8% |
| Admin fee / account holder | $9,151 | $15,559-41.2% | $13,027-29.8% | $10,132-9.7% |