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 | $69,810 | $67,411+3.6% | $91,001-23.3% | $70,131-0.5% |
| Participation rate | 92.6% | 71.4%+21.2pp | 75.6%+17.0pp | 69.5%+23.1pp |
| Annual return | 16.88% | -40.16%+57.0pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,484 | $1,786-16.9% | $2,456-39.6% | $2,342-36.7% |
| Participant deferral / active EE | $4,014 | $2,823+42.2% | $3,547+13.2% | $3,332+20.5% |
| Admin fee / account holder | $2,325 | $4,236-45.1% | $5,417-57.1% | $4,645-50.0% |