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 | $62,343 | $67,606-7.8% | $82,313-24.3% | $70,131-11.1% |
| Participation rate | 74.3% | 72.8%+1.6pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 18.64% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,547 | $1,755-11.8% | $2,428-36.3% | $2,342-34.0% |
| Participant deferral / active EE | $3,452 | $2,987+15.6% | $3,706-6.8% | $3,332+3.6% |
| Admin fee / account holder | $845 | $4,512-81.3% | $5,608-84.9% | $4,645-81.8% |