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 | $67,114 | $64,480+4.1% | $81,382-17.5% | $80,856-17.0% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.6%+12.4pp |
| Annual return | 12.45% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,329 | $1,978-32.8% | $2,463-46.0% | $2,755-51.8% |
| Participant deferral / active EE | $2,432 | $3,094-21.4% | $3,883-37.4% | $4,296-43.4% |
| Admin fee / account holder | $14,053 | $5,671+147.8% | $5,768+143.6% | $6,918+103.1% |