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 | $68,392 | $85,766-20.3% | $136,294-49.8% | $70,131-2.5% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 18.35% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,041 | $2,966-31.2% | $4,695-56.5% | $2,342-12.9% |
| Participant deferral / active EE | $6,940 | $5,051+37.4% | $6,247+11.1% | $3,332+108.3% |
| Admin fee / account holder | $1,594 | $5,420-70.6% | $9,243-82.8% | $4,645-65.7% |