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 | $71,248 | $68,719+3.7% | $91,541-22.2% | $84,808-16.0% |
| Participation rate | 81.8% | 64.5%+17.3pp | 69.8%+12.0pp | 68.3%+13.5pp |
| Annual return | 16.83% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,310 | $1,920-31.8% | $2,505-47.7% | $2,631-50.2% |
| Participant deferral / active EE | $2,517 | $3,136-19.7% | $4,008-37.2% | $4,212-40.2% |
| Admin fee / account holder | $2,626 | $5,786-54.6% | $6,956-62.3% | $7,344-64.2% |