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 | $67,887 | $72,492-6.4% | $87,100-22.1% | $72,985-7.0% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.1pp | 69.5%+14.4pp |
| Annual return | 22.11% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $536 | $1,894-71.7% | $2,521-78.8% | $2,440-78.0% |
| Participant deferral / active EE | $2,411 | $3,270-26.3% | $4,049-40.5% | $3,607-33.2% |
| Admin fee / account holder | $9,312 | $5,055+84.2% | $7,497+24.2% | $5,124+81.7% |