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 | $59,284 | $72,492-18.2% | $87,100-31.9% | $72,985-18.8% |
| Participation rate | 82.3% | 72.8%+9.4pp | 76.9%+5.4pp | 69.5%+12.8pp |
| Annual return | 16.97% | 24.46%-7.5pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,315 | $1,894+22.2% | $2,521-8.2% | $2,440-5.1% |
| Participant deferral / active EE | $4,869 | $3,270+48.9% | $4,049+20.3% | $3,607+35.0% |
| Admin fee / account holder | $713 | $5,055-85.9% | $7,497-90.5% | $5,124-86.1% |