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 | $62,908 | $65,041-3.3% | $90,951-30.8% | $79,858-21.2% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.0%+4.5pp | 69.6%+3.9pp |
| Annual return | 15.16% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,579 | $1,247+26.6% | $2,122-25.6% | $2,471-36.1% |
| Participant deferral / active EE | $3,431 | $2,512+36.6% | $3,373+1.7% | $3,740-8.3% |
| Admin fee / account holder | $4,131 | $4,536-8.9% | $5,959-30.7% | $5,306-22.1% |