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 | $73,398 | $69,362+5.8% | $101,248-27.5% | $73,488-0.1% |
| Participation rate | 75.7% | 68.4%+7.3pp | 75.8%-0.1pp | 70.7%+5.0pp |
| Annual return | 11.99% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,340 | $2,628-49.0% | $3,660-63.4% | $2,270-41.0% |
| Participant deferral / active EE | $3,976 | $3,300+20.5% | $4,370-9.0% | $3,740+6.3% |
| Admin fee / account holder | $9,534 | $704+1255.0% | $5,945+60.3% | $513+1758.1% |