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 | $61,298 | $60,892+0.7% | $82,389-25.6% | $84,808-27.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.97% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,926 | $1,779+8.2% | $2,517-23.5% | $2,631-26.8% |
| Participant deferral / active EE | $3,232 | $3,179+1.7% | $4,155-22.2% | $4,212-23.3% |
| Admin fee / account holder | $2,223 | $5,467-59.3% | $7,231-69.3% | $7,344-69.7% |