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 | $60,632 | $72,404-16.3% | $110,238-45.0% | $64,186-5.5% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | 8.63% | -6.29%+14.9pp | 314.74%-306.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,862 | $2,282-18.4% | $3,826-51.3% | $2,381-21.8% |
| Participant deferral / active EE | $4,345 | $3,469+25.2% | $4,672-7.0% | $3,470+25.2% |
| Admin fee / account holder | $14,950 | $5,664+163.9% | $8,547+74.9% | $4,888+205.8% |