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 | $67,867 | $181,894-62.7% | $156,549-56.6% | $273,961-75.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 5.27% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,289 | $6,248+16.7% | $5,501+32.5% | $4,869+49.7% |
| Participant deferral / active EE | $4,399 | $5,550-20.7% | $4,871-9.7% | $5,287-16.8% |
| Admin fee / account holder | $673 | $15,559-95.7% | $13,027-94.8% | $10,132-93.4% |