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 | $65,046 | $67,606-3.8% | $82,313-21.0% | $70,131-7.3% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 13.35% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $479 | $1,755-72.7% | $2,428-80.3% | $2,342-79.5% |
| Participant deferral / active EE | $2,934 | $2,987-1.8% | $3,706-20.8% | $3,332-11.9% |
| Admin fee / account holder | $8,048 | $4,512+78.4% | $5,608+43.5% | $4,645+73.3% |