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 | $61,380 | $45,073+36.2% | $69,455-11.6% | $72,985-15.9% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 20.27% | 22.65%-2.4pp | 28.97%-8.7pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,571 | $2,602+114.1% | $3,535+57.6% | $3,607+54.4% |
| Admin fee / account holder | $646 | $3,056-78.9% | $3,839-83.2% | $5,124-87.4% |