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 | $69,175 | $72,492-4.6% | $87,100-20.6% | $72,985-5.2% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 23.02% | 24.46%-1.4pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,881 | $1,894-0.7% | $2,521-25.4% | $2,440-22.9% |
| Participant deferral / active EE | $4,967 | $3,270+51.9% | $4,049+22.7% | $3,607+37.7% |
| Admin fee / account holder | $1,738 | $5,055-65.6% | $7,497-76.8% | $5,124-66.1% |