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 | $67,178 | $60,892+10.3% | $82,389-18.5% | $84,808-20.8% |
| Participation rate | 97.4% | 63.3%+34.1pp | 69.5%+27.8pp | 68.3%+29.1pp |
| Annual return | 14.56% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,699 | $1,779-4.5% | $2,517-32.5% | $2,631-35.4% |
| Participant deferral / active EE | $2,689 | $3,179-15.4% | $4,155-35.3% | $4,212-36.1% |
| Admin fee / account holder | $2,067 | $5,467-62.2% | $7,231-71.4% | $7,344-71.8% |