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 8-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 | $69,357 | $67,606+2.6% | $82,313-15.7% | $70,131-1.1% |
| Participation rate | 72.9% | 72.8%+0.2pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 24.00% | 21.57%+2.4pp | 25.88%-1.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,126 | $1,755-35.8% | $2,428-53.6% | $2,342-51.9% |
| Participant deferral / active EE | $3,848 | $2,987+28.8% | $3,706+3.8% | $3,332+15.5% |
| Admin fee / account holder | $7,934 | $4,512+75.8% | $5,608+41.5% | $4,645+70.8% |