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 | $68,889 | $70,428-2.2% | $96,562-28.7% | $85,850-19.8% |
| Participation rate | 74.7% | 61.8%+12.9pp | 69.8%+4.9pp | 69.3%+5.4pp |
| Annual return | 11.64% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,339 | $1,413+65.6% | $2,356-0.7% | $2,565-8.8% |
| Participant deferral / active EE | $3,852 | $2,894+33.1% | $3,849+0.1% | $3,952-2.5% |
| Admin fee / account holder | $2,382 | $4,997-52.3% | $6,181-61.5% | $6,260-61.9% |