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 | $64,652 | $72,492-10.8% | $87,100-25.8% | $72,985-11.4% |
| Participation rate | 93.7% | 72.8%+20.8pp | 76.9%+16.8pp | 69.5%+24.2pp |
| Annual return | 19.22% | 24.46%-5.2pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,948 | $1,894+2.9% | $2,521-22.7% | $2,440-20.1% |
| Participant deferral / active EE | $3,669 | $3,270+12.2% | $4,049-9.4% | $3,607+1.7% |
| Admin fee / account holder | $1,845 | $5,055-63.5% | $7,497-75.4% | $5,124-64.0% |