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 | $64,314 | $67,411-4.6% | $91,001-29.3% | $70,131-8.3% |
| Participation rate | 95.2% | 71.4%+23.9pp | 75.6%+19.6pp | 69.5%+25.7pp |
| Annual return | 19.39% | -40.16%+59.6pp | 4.60%+14.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,166 | $1,786+21.3% | $2,456-11.8% | $2,342-7.6% |
| Participant deferral / active EE | $6,368 | $2,823+125.6% | $3,547+79.5% | $3,332+91.1% |
| Admin fee / account holder | $941 | $4,236-77.8% | $5,417-82.6% | $4,645-79.7% |