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 | $68,814 | $70,428-2.3% | $96,562-28.7% | $85,850-19.8% |
| Participation rate | 93.5% | 61.8%+31.7pp | 69.8%+23.7pp | 69.3%+24.2pp |
| Annual return | 11.46% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,735 | $1,413+22.8% | $2,356-26.4% | $2,565-32.4% |
| Participant deferral / active EE | $3,231 | $2,894+11.6% | $3,849-16.1% | $3,952-18.2% |
| Admin fee / account holder | $5,292 | $4,997+5.9% | $6,181-14.4% | $6,260-15.5% |