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 | $57,104 | $40,256+41.8% | $57,343-0.4% | $59,632-4.2% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 2.83% | 27.49%-24.7pp | 24.39%-21.6pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $2,496 | $1,922+29.9% | $2,689-7.2% | $2,203+13.3% |
| Participant deferral / active EE | $4,267 | $2,399+77.9% | $3,162+34.9% | $3,192+33.7% |
| Admin fee / account holder | $4,635 | $2,818+64.5% | $3,356+38.1% | $4,297+7.9% |