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 | $68,621 | $89,753-23.5% | $107,525-36.2% | $84,808-19.1% |
| Participation rate | 92.7% | 68.1%+24.6pp | 75.1%+17.6pp | 68.3%+24.4pp |
| Annual return | 17.49% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,200 | $3,113+2.8% | $3,754-14.8% | $2,631+21.6% |
| Participant deferral / active EE | $5,212 | $4,056+28.5% | $5,116+1.9% | $4,212+23.8% |
| Admin fee / account holder | $3,857 | $7,222-46.6% | $8,919-56.8% | $7,344-47.5% |