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 | $73,068 | $72,492+0.8% | $87,100-16.1% | $72,985+0.1% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $673 | $1,894-64.5% | $2,521-73.3% | $2,440-72.4% |
| Participant deferral / active EE | $3,203 | $3,270-2.0% | $4,049-20.9% | $3,607-11.2% |
| Admin fee / account holder | $3,874 | $5,055-23.4% | $7,497-48.3% | $5,124-24.4% |