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 | $66,318 | $67,411-1.6% | $91,001-27.1% | $70,131-5.4% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 23.51% | -40.16%+63.7pp | 4.60%+18.9pp | 73.14%-49.6pp |
| Employer contribution / active EE | $2,051 | $1,786+14.8% | $2,456-16.5% | $2,342-12.5% |
| Participant deferral / active EE | $5,747 | $2,823+103.6% | $3,547+62.0% | $3,332+72.5% |
| Admin fee / account holder | $3,909 | $4,236-7.7% | $5,417-27.8% | $4,645-15.9% |