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 | $66,213 | $80,717-18.0% | $154,803-57.2% | $84,808-21.9% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 29.15% | 37.96%-8.8pp | 58.88%-29.7pp | 40.90%-11.7pp |
| Employer contribution / active EE | $1,849 | $2,761-33.0% | $4,305-57.1% | $2,631-29.7% |
| Participant deferral / active EE | $2,339 | $3,303-29.2% | $5,540-57.8% | $4,212-44.5% |
| Admin fee / account holder | $1,093 | $6,746-83.8% | $14,329-92.4% | $7,344-85.1% |