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 | $66,623 | $60,022+11.0% | $88,946-25.1% | $84,808-21.4% |
| Participation rate | 81.1% | 57.8%+23.3pp | 68.8%+12.3pp | 68.3%+12.8pp |
| Annual return | 15.44% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,568 | $1,703-7.9% | $2,555-38.6% | $2,631-40.4% |
| Participant deferral / active EE | $1,387 | $3,114-55.4% | $4,581-69.7% | $4,212-67.1% |
| Admin fee / account holder | $5,309 | $4,811+10.3% | $8,261-35.7% | $7,344-27.7% |