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 | $67,258 | $72,492-7.2% | $87,100-22.8% | $72,985-7.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 22.62% | 24.46%-1.8pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,853 | $1,894-2.1% | $2,521-26.5% | $2,440-24.0% |
| Participant deferral / active EE | $3,445 | $3,270+5.4% | $4,049-14.9% | $3,607-4.5% |
| Admin fee / account holder | $10,636 | $5,055+110.4% | $7,497+41.9% | $5,124+107.6% |