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 | $68,629 | $65,041+5.5% | $90,951-24.5% | $79,858-14.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.53% | 30.45%-10.9pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $451 | $1,247-63.8% | $2,122-78.7% | $2,471-81.7% |
| Participant deferral / active EE | $5,492 | $2,512+118.6% | $3,373+62.8% | $3,740+46.8% |
| Admin fee / account holder | $667 | $4,536-85.3% | $5,959-88.8% | $5,306-87.4% |