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 | $70,935 | $29,660+139.2% | $56,411+25.7% | $80,856-12.3% |
| Participation rate | 88.0% | 41.6%+46.3pp | 52.5%+35.5pp | 67.6%+20.3pp |
| Annual return | 14.92% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,688 | $669+600.5% | $1,039+351.4% | $2,755+70.2% |
| Participant deferral / active EE | $2,764 | $1,226+125.5% | $1,952+41.6% | $4,296-35.7% |
| Admin fee / account holder | $1,354 | $2,428-44.2% | $2,829-52.1% | $6,918-80.4% |