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 | $68,474 | $68,719-0.4% | $91,541-25.2% | $84,808-19.3% |
| Participation rate | 85.9% | 64.5%+21.4pp | 69.8%+16.1pp | 68.3%+17.6pp |
| Annual return | 20.31% | 19.12%+1.2pp | 20.50%-0.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,561 | $1,920-18.7% | $2,505-37.7% | $2,631-40.7% |
| Participant deferral / active EE | $3,478 | $3,136+10.9% | $4,008-13.2% | $4,212-17.4% |
| Admin fee / account holder | $4,387 | $5,786-24.2% | $6,956-36.9% | $7,344-40.3% |