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 9-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 | $59,505 | $58,577+1.6% | $83,333-28.6% | $64,186-7.3% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | 11.67% | 9.65%+2.0pp | 10.63%+1.0pp | 7.63%+4.0pp |
| Employer contribution / active EE | $2,514 | $2,098+19.8% | $3,379-25.6% | $2,381+5.6% |
| Participant deferral / active EE | $3,016 | $4,654-35.2% | $5,565-45.8% | $3,470-13.1% |
| Admin fee / account holder | $4,306 | $9,275-53.6% | $7,510-42.7% | $4,888-11.9% |