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 | $67,471 | $81,460-17.2% | $103,333-34.7% | $80,856-16.6% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 13.33% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,290 | $3,105+6.0% | $3,868-14.9% | $2,755+19.4% |
| Participant deferral / active EE | $4,496 | $3,869+16.2% | $5,057-11.1% | $4,296+4.7% |
| Admin fee / account holder | $2,975 | $6,566-54.7% | $8,355-64.4% | $6,918-57.0% |