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 | $60,555 | $53,018+14.2% | $70,014-13.5% | $62,891-3.7% |
| Participation rate | 75.9% | 67.2%+8.7pp | 71.8%+4.0pp | 69.3%+6.6pp |
| Annual return | 9.01% | 13.35%-4.3pp | 12.99%-4.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,441 | $1,799+35.7% | $2,338+4.4% | $2,281+7.0% |
| Participant deferral / active EE | $2,921 | $2,395+22.0% | $2,931-0.3% | $3,203-8.8% |
| Admin fee / account holder | $1,150 | $3,690-68.8% | $4,380-73.8% | $4,296-73.2% |