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 | $63,481 | $65,365-2.9% | $92,893-31.7% | $72,985-13.0% |
| Participation rate | 94.2% | 68.3%+25.9pp | 76.0%+18.2pp | 69.5%+24.7pp |
| Annual return | 23.45% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,329 | $2,594-10.2% | $3,653-36.2% | $2,440-4.5% |
| Participant deferral / active EE | $3,979 | $3,128+27.2% | $4,236-6.1% | $3,607+10.3% |
| Admin fee / account holder | $1,876 | $4,251-55.9% | $5,794-67.6% | $5,124-63.4% |