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 | $70,779 | $67,606+4.7% | $82,313-14.0% | $70,131+0.9% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $674 | $1,755-61.6% | $2,428-72.2% | $2,342-71.2% |
| Participant deferral / active EE | $3,317 | $2,987+11.1% | $3,706-10.5% | $3,332-0.4% |
| Admin fee / account holder | $2,299 | $4,512-49.0% | $5,608-59.0% | $4,645-50.5% |