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 | $68,615 | $89,753-23.6% | $107,525-36.2% | $84,808-19.1% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 17.17% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,905 | $3,113-38.8% | $3,754-49.2% | $2,631-27.6% |
| Participant deferral / active EE | $4,376 | $4,056+7.9% | $5,116-14.5% | $4,212+3.9% |
| Admin fee / account holder | $3,816 | $7,222-47.2% | $8,919-57.2% | $7,344-48.0% |