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 | $63,319 | $64,480-1.8% | $81,382-22.2% | $80,856-21.7% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.5%+13.8pp | 67.6%+15.7pp |
| Annual return | 15.56% | 16.34%-0.8pp | 24.73%-9.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,357 | $1,978-31.4% | $2,463-44.9% | $2,755-50.8% |
| Participant deferral / active EE | $3,626 | $3,094+17.2% | $3,883-6.6% | $4,296-15.6% |
| Admin fee / account holder | $426 | $5,671-92.5% | $5,768-92.6% | $6,918-93.8% |