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 | $68,292 | $116,875-41.6% | $621,730-89.0% | $116,875-41.6% |
| Participation rate | 78.6% | 74.5%+4.0pp | 90.8%-12.2pp | 74.5%+4.0pp |
| Annual return | 13.63% | 16.29%-2.7pp | 10.76%+2.9pp | 16.29%-2.7pp |
| Employer contribution / active EE | $1,669 | $3,288-49.2% | $9,871-83.1% | $3,288-49.2% |
| Participant deferral / active EE | $2,416 | $3,885-37.8% | $6,979-65.4% | $3,885-37.8% |
| Admin fee / account holder | $7,031 | $12,263-42.7% | $66,065-89.4% | $12,263-42.7% |