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 | $63,963 | $76,367-16.2% | $93,606-31.7% | $72,985-12.4% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.8%-2.9pp | 69.5%+3.4pp |
| Annual return | 20.38% | 25.82%-5.4pp | 32.76%-12.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,930 | $3,538-45.4% | $4,069-52.6% | $3,607-46.5% |
| Admin fee / account holder | $4,242 | $6,838-38.0% | $7,888-46.2% | $5,124-17.2% |