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 | $66,420 | $57,065+16.4% | $75,670-12.2% | $70,131-5.3% |
| Participation rate | 75.8% | 68.1%+7.7pp | 72.3%+3.4pp | 69.5%+6.2pp |
| Annual return | 13.52% | 23.57%-10.0pp | 27.34%-13.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,201 | $1,817-33.9% | $2,352-48.9% | $2,342-48.7% |
| Participant deferral / active EE | $3,060 | $2,580+18.6% | $3,142-2.6% | $3,332-8.2% |
| Admin fee / account holder | $666 | $3,825-82.6% | $5,800-88.5% | $4,645-85.7% |