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 | $63,732 | $71,883-11.3% | $86,677-26.5% | $68,494-7.0% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | 6.68% | 3.52%+3.2pp | 35.91%-29.2pp | -7.84%+14.5pp |
| Employer contribution / active EE | $1,628 | $2,173-25.1% | $2,836-42.6% | $2,596-37.3% |
| Participant deferral / active EE | $3,016 | $3,779-20.2% | $4,656-35.2% | $4,027-25.1% |
| Admin fee / account holder | $750 | $6,112-87.7% | $7,493-90.0% | $5,403-86.1% |