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 | $60,403 | $67,411-10.4% | $91,001-33.6% | $70,131-13.9% |
| Participation rate | 81.1% | 71.4%+9.8pp | 75.6%+5.5pp | 69.5%+11.6pp |
| Annual return | 15.79% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,791 | $1,786+0.3% | $2,456-27.1% | $2,342-23.5% |
| Participant deferral / active EE | $2,696 | $2,823-4.5% | $3,547-24.0% | $3,332-19.1% |
| Admin fee / account holder | $453 | $4,236-89.3% | $5,417-91.6% | $4,645-90.3% |