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 | $64,067 | $67,606-5.2% | $82,313-22.2% | $70,131-8.6% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,165 | $1,755-33.6% | $2,428-52.0% | $2,342-50.2% |
| Participant deferral / active EE | $3,238 | $2,987+8.4% | $3,706-12.6% | $3,332-2.8% |
| Admin fee / account holder | $5,273 | $4,512+16.9% | $5,608-6.0% | $4,645+13.5% |