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 | $71,265 | $81,248-12.3% | $155,509-54.2% | $80,856-11.9% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 15.45% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,665 | $3,100-46.3% | $4,672-64.4% | $2,755-39.5% |
| Participant deferral / active EE | $3,784 | $3,452+9.6% | $5,626-32.7% | $4,296-11.9% |
| Admin fee / account holder | $4,254 | $7,997-46.8% | $15,912-73.3% | $6,918-38.5% |