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 | $66,787 | $69,977-4.6% | $108,579-38.5% | $62,891+6.2% |
| Participation rate | 98.5% | 72.9%+25.6pp | 79.6%+18.9pp | 69.3%+29.2pp |
| Annual return | 6.31% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,484 | $2,135+63.2% | $3,758-7.3% | $2,281+52.7% |
| Participant deferral / active EE | $3,085 | $3,165-2.5% | $4,311-28.4% | $3,203-3.7% |
| Admin fee / account holder | $9,079 | $5,076+78.8% | $7,645+18.8% | $4,296+111.4% |