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 | $69,083 | $65,365+5.7% | $92,893-25.6% | $72,985-5.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 20.44% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,368 | $2,594+106.9% | $3,653+47.0% | $2,440+120.0% |
| Participant deferral / active EE | $2,919 | $3,128-6.7% | $4,236-31.1% | $3,607-19.1% |
| Admin fee / account holder | $2,671 | $4,251-37.2% | $5,794-53.9% | $5,124-47.9% |