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 | $69,463 | $74,927-7.3% | $101,794-31.8% | $84,808-18.1% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 13.43% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $484 | $1,522-68.2% | $2,289-78.8% | $2,631-81.6% |
| Participant deferral / active EE | $3,004 | $3,099-3.1% | $4,084-26.4% | $4,212-28.7% |
| Admin fee / account holder | $12,780 | $6,514+96.2% | $8,777+45.6% | $7,344+74.0% |