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 | $71,685 | $72,492-1.1% | $87,100-17.7% | $72,985-1.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 24.08% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,081 | $1,894-42.9% | $2,521-57.1% | $2,440-55.7% |
| Participant deferral / active EE | $2,717 | $3,270-16.9% | $4,049-32.9% | $3,607-24.7% |
| Admin fee / account holder | $2,223 | $5,055-56.0% | $7,497-70.4% | $5,124-56.6% |