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 | $154,252 | $181,894-15.2% | $156,549-1.5% | $273,961-43.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 4.57% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $10,698 | $6,248+71.2% | $5,501+94.5% | $4,869+119.7% |
| Participant deferral / active EE | $6,194 | $5,550+11.6% | $4,871+27.2% | $5,287+17.1% |
| Admin fee / account holder | $1,125 | $15,559-92.8% | $13,027-91.4% | $10,132-88.9% |