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 | $69,236 | $77,813-11.0% | $123,544-44.0% | $64,186+7.9% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | 0.14% | 12.48%-12.3pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $9,694 | $3,014+221.6% | $4,628+109.5% | $2,381+307.2% |
| Participant deferral / active EE | $13,909 | $5,240+165.4% | $6,426+116.5% | $3,470+300.9% |
| Admin fee / account holder | $22,746 | $5,519+312.2% | $9,284+145.0% | $4,888+365.3% |