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 | $61,802 | $24,730+149.9% | $66,042-6.4% | $84,808-27.1% |
| Participation rate | 78.3% | 68.1%+10.2pp | 67.5%+10.8pp | 68.3%+9.9pp |
| Annual return | 15.46% | 79.55%-64.1pp | 52.11%-36.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $879 | $857+2.6% | $1,579-44.4% | $2,631-66.6% |
| Participant deferral / active EE | $4,394 | $1,737+153.0% | $2,835+55.0% | $4,212+4.3% |
| Admin fee / account holder | $24,262 | $3,014+705.0% | $5,747+322.2% | $7,344+230.4% |