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 | $64,725 | $60,892+6.3% | $82,389-21.4% | $84,808-23.7% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 17.67% | 37.29%-19.6pp | 28.67%-11.0pp | 40.90%-23.2pp |
| Employer contribution / active EE | $984 | $1,779-44.7% | $2,517-60.9% | $2,631-62.6% |
| Participant deferral / active EE | $3,862 | $3,179+21.5% | $4,155-7.1% | $4,212-8.3% |
| Admin fee / account holder | $3,233 | $5,467-40.9% | $7,231-55.3% | $7,344-56.0% |