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 | $75,212 | $45,073+66.9% | $69,455+8.3% | $72,985+3.1% |
| Participation rate | 94.6% | 68.5%+26.1pp | 74.6%+20.0pp | 69.5%+25.2pp |
| Annual return | 19.71% | 22.65%-2.9pp | 28.97%-9.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,508 | $2,054-26.6% | $2,779-45.7% | $2,440-38.2% |
| Participant deferral / active EE | $3,612 | $2,602+38.8% | $3,535+2.2% | $3,607+0.1% |
| Admin fee / account holder | $2,930 | $3,056-4.1% | $3,839-23.7% | $5,124-42.8% |