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 | $68,497 | $83,477-17.9% | $125,175-45.3% | $72,985-6.1% |
| Participation rate | 75.8% | 73.3%+2.5pp | 79.8%-4.0pp | 69.5%+6.3pp |
| Annual return | 22.01% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,877 | $2,345-20.0% | $3,865-51.4% | $2,440-23.1% |
| Participant deferral / active EE | $3,127 | $3,585-12.8% | $4,937-36.6% | $3,607-13.3% |
| Admin fee / account holder | $20,560 | $5,517+272.6% | $9,702+111.9% | $5,124+301.2% |