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 | $71,182 | $81,208-12.3% | $98,907-28.0% | $79,858-10.9% |
| Participation rate | 77.5% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 16.25% | 60.99%-44.7pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,658 | $1,960-15.4% | $2,689-38.4% | $2,471-32.9% |
| Participant deferral / active EE | $3,973 | $3,265+21.7% | $4,244-6.4% | $3,740+6.2% |
| Admin fee / account holder | $3,672 | $6,013-38.9% | $6,642-44.7% | $5,306-30.8% |