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 | $66,888 | $72,492-7.7% | $87,100-23.2% | $72,985-8.4% |
| Participation rate | 86.3% | 72.8%+13.5pp | 76.9%+9.4pp | 69.5%+16.8pp |
| Annual return | 23.49% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,747 | $1,894-7.8% | $2,521-30.7% | $2,440-28.4% |
| Participant deferral / active EE | $2,793 | $3,270-14.6% | $4,049-31.0% | $3,607-22.6% |
| Admin fee / account holder | $3,304 | $5,055-34.6% | $7,497-55.9% | $5,124-35.5% |