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 | $71,658 | $67,606+6.0% | $82,313-12.9% | $70,131+2.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 13.58% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $426 | $1,755-75.7% | $2,428-82.5% | $2,342-81.8% |
| Participant deferral / active EE | $2,928 | $2,987-2.0% | $3,706-21.0% | $3,332-12.1% |
| Admin fee / account holder | $8,919 | $4,512+97.7% | $5,608+59.0% | $4,645+92.0% |