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 | $68,413 | $68,719-0.4% | $91,541-25.3% | $84,808-19.3% |
| Participation rate | 82.9% | 64.5%+18.4pp | 69.8%+13.1pp | 68.3%+14.5pp |
| Annual return | 15.19% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,254 | $1,920+17.4% | $2,505-10.0% | $2,631-14.3% |
| Participant deferral / active EE | $2,803 | $3,136-10.6% | $4,008-30.1% | $4,212-33.4% |
| Admin fee / account holder | $3,483 | $5,786-39.8% | $6,956-49.9% | $7,344-52.6% |