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 | $70,523 | $80,673-12.6% | $101,326-30.4% | $84,808-16.8% |
| Participation rate | 84.7% | 77.8%+7.0pp | 81.5%+3.2pp | 68.3%+16.4pp |
| Annual return | 18.83% | 38.95%-20.1pp | 36.82%-18.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,134 | $2,698-58.0% | $3,665-69.1% | $2,631-56.9% |
| Participant deferral / active EE | $10,935 | $6,840+59.9% | $7,994+36.8% | $4,212+159.6% |
| Admin fee / account holder | $7,418 | $12,784-42.0% | $11,185-33.7% | $7,344+1.0% |