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 | $60,742 | $55,706+9.0% | $75,886-20.0% | $72,985-16.8% |
| Participation rate | 75.7% | 61.1%+14.5pp | 69.3%+6.4pp | 69.5%+6.2pp |
| Annual return | 20.53% | 27.59%-7.1pp | 30.76%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,711 | $1,687+1.5% | $2,500-31.6% | $2,440-29.9% |
| Participant deferral / active EE | $4,290 | $2,634+62.9% | $3,603+19.1% | $3,607+18.9% |
| Admin fee / account holder | $4,811 | $3,978+20.9% | $5,418-11.2% | $5,124-6.1% |