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 | $69,477 | $67,411+3.1% | $91,001-23.7% | $70,131-0.9% |
| Participation rate | 98.2% | 71.4%+26.8pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 20.03% | -40.16%+60.2pp | 4.60%+15.4pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,429 | $1,786-20.0% | $2,456-41.8% | $2,342-39.0% |
| Participant deferral / active EE | $2,305 | $2,823-18.3% | $3,547-35.0% | $3,332-30.8% |
| Admin fee / account holder | $2,211 | $4,236-47.8% | $5,417-59.2% | $4,645-52.4% |