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 | $67,209 | $65,041+3.3% | $90,951-26.1% | $79,858-15.8% |
| Participation rate | 73.8% | 61.6%+12.2pp | 69.0%+4.8pp | 69.6%+4.2pp |
| Annual return | 13.89% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,160 | $1,247-7.0% | $2,122-45.3% | $2,471-53.0% |
| Participant deferral / active EE | $1,722 | $2,512-31.5% | $3,373-49.0% | $3,740-54.0% |
| Admin fee / account holder | $3,543 | $4,536-21.9% | $5,959-40.5% | $5,306-33.2% |