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 | $62,222 | $60,349+3.1% | $74,183-16.1% | $62,891-1.1% |
| Participation rate | 89.8% | 72.7%+17.1pp | 76.6%+13.2pp | 69.3%+20.5pp |
| Annual return | 4.90% | 21.37%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,784 | $1,680+6.2% | $2,370-24.7% | $2,281-21.8% |
| Participant deferral / active EE | $3,786 | $2,856+32.6% | $3,550+6.7% | $3,203+18.2% |
| Admin fee / account holder | $1,882 | $4,261-55.8% | $5,586-66.3% | $4,296-56.2% |