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 | $94,730 | $181,894-47.9% | $156,549-39.5% | $273,961-65.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 9.84% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,778 | $6,248+24.5% | $5,501+41.4% | $4,869+59.8% |
| Participant deferral / active EE | $4,529 | $5,550-18.4% | $4,871-7.0% | $5,287-14.3% |
| Admin fee / account holder | $4,248 | $15,559-72.7% | $13,027-67.4% | $10,132-58.1% |