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 | $63,575 | $163,101-61.0% | $136,749-53.5% | $142,382-55.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 13.87% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,553 | $4,117+10.6% | $3,400+33.9% | $4,299+5.9% |
| Participant deferral / active EE | $4,774 | $5,585-14.5% | $4,692+1.7% | $6,507-26.6% |
| Admin fee / account holder | $1,754 | $14,318-87.7% | $11,386-84.6% | $12,624-86.1% |