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 | $70,921 | $89,753-21.0% | $107,525-34.0% | $84,808-16.4% |
| Participation rate | 74.3% | 68.1%+6.2pp | 75.1%-0.8pp | 68.3%+6.0pp |
| Annual return | 13.73% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,907 | $4,056+119.6% | $5,116+74.1% | $4,212+111.5% |
| Admin fee / account holder | $8,078 | $7,222+11.8% | $8,919-9.4% | $7,344+10.0% |