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 | $71,887 | $45,073+59.5% | $69,455+3.5% | $72,985-1.5% |
| Participation rate | 72.9% | 68.5%+4.4pp | 74.6%-1.7pp | 69.5%+3.4pp |
| Annual return | 14.27% | 22.65%-8.4pp | 28.97%-14.7pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,268 | $2,054-38.3% | $2,779-54.4% | $2,440-48.0% |
| Participant deferral / active EE | $3,530 | $2,602+35.7% | $3,535-0.2% | $3,607-2.1% |
| Admin fee / account holder | $6,349 | $3,056+107.8% | $3,839+65.4% | $5,124+23.9% |