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 | $67,627 | $74,927-9.7% | $101,794-33.6% | $84,808-20.3% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 17.21% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $738 | $1,522-51.5% | $2,289-67.8% | $2,631-71.9% |
| Participant deferral / active EE | $2,353 | $3,099-24.1% | $4,084-42.4% | $4,212-44.1% |
| Admin fee / account holder | $1,741 | $6,514-73.3% | $8,777-80.2% | $7,344-76.3% |