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 | $62,687 | $67,606-7.3% | $82,313-23.8% | $70,131-10.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 13.14% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,275 | $1,755-27.3% | $2,428-47.5% | $2,342-45.6% |
| Participant deferral / active EE | $1,825 | $2,987-38.9% | $3,706-50.8% | $3,332-45.2% |
| Admin fee / account holder | $17,542 | $4,512+288.8% | $5,608+212.8% | $4,645+277.6% |