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 | $58,163 | $46,553+24.9% | $64,056-9.2% | $75,163-22.6% |
| Participation rate | 88.9% | 65.9%+23.0pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 16.31% | 26.03%-9.7pp | 33.69%-17.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,465 | $1,974-25.8% | $2,747-46.7% | $2,670-45.1% |
| Participant deferral / active EE | $2,675 | $2,837-5.7% | $3,880-31.1% | $4,125-35.2% |
| Admin fee / account holder | $5,862 | $2,952+98.6% | $3,068+91.1% | $5,651+3.7% |