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 | $60,778 | $51,708+17.5% | $106,619-43.0% | $62,891-3.4% |
| Participation rate | 79.4% | 66.9%+12.5pp | 78.0%+1.4pp | 69.3%+10.1pp |
| Annual return | 9.29% | 4.69%+4.6pp | 9.42%-0.1pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,505 | $1,764+42.0% | $3,947-36.5% | $2,281+9.8% |
| Participant deferral / active EE | $2,394 | $2,315+3.4% | $3,930-39.1% | $3,203-25.2% |
| Admin fee / account holder | $655 | $3,349-80.4% | $6,418-89.8% | $4,296-84.8% |