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 | $72,841 | $109,413-33.4% | $156,263-53.4% | $84,808-14.1% |
| Participation rate | 76.7% | 72.7%+4.1pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,421 | $2,907-51.1% | $4,333-67.2% | $2,631-46.0% |
| Participant deferral / active EE | $2,926 | $4,590-36.3% | $6,158-52.5% | $4,212-30.5% |
| Admin fee / account holder | $22,280 | $9,357+138.1% | $14,255+56.3% | $7,344+203.4% |