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 | $64,614 | $49,280+31.1% | $67,313-4.0% | $64,186+0.7% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | 8.06% | -1.39%+9.4pp | -4.08%+12.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,882 | $1,668+12.8% | $2,566-26.6% | $2,381-20.9% |
| Participant deferral / active EE | $3,315 | $2,484+33.5% | $3,568-7.1% | $3,470-4.4% |
| Admin fee / account holder | $3,248 | $3,863-15.9% | $4,507-27.9% | $4,888-33.6% |