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 | $72,072 | $74,927-3.8% | $101,794-29.2% | $84,808-15.0% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 16.51% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $999 | $1,522-34.4% | $2,289-56.4% | $2,631-62.0% |
| Participant deferral / active EE | $5,079 | $3,099+63.9% | $4,084+24.4% | $4,212+20.6% |
| Admin fee / account holder | $3,245 | $6,514-50.2% | $8,777-63.0% | $7,344-55.8% |