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 | $72,306 | $72,492-0.3% | $87,100-17.0% | $72,985-0.9% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 26.37% | 24.46%+1.9pp | 28.19%-1.8pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,463 | $1,894-22.7% | $2,521-42.0% | $2,440-40.0% |
| Participant deferral / active EE | $2,768 | $3,270-15.3% | $4,049-31.6% | $3,607-23.3% |
| Admin fee / account holder | $1,939 | $5,055-61.6% | $7,497-74.1% | $5,124-62.2% |