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 | $67,735 | $60,892+11.2% | $82,389-17.8% | $84,808-20.1% |
| Participation rate | 71.4% | 63.3%+8.2pp | 69.5%+1.9pp | 68.3%+3.1pp |
| Annual return | 16.01% | 37.29%-21.3pp | 28.67%-12.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,659 | $1,779-6.8% | $2,517-34.1% | $2,631-36.9% |
| Participant deferral / active EE | $5,613 | $3,179+76.6% | $4,155+35.1% | $4,212+33.3% |
| Admin fee / account holder | $17,948 | $5,467+228.3% | $7,231+148.2% | $7,344+144.4% |