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 | $64,889 | $46,553+39.4% | $64,056+1.3% | $75,163-13.7% |
| Participation rate | 98.5% | 65.9%+32.6pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 12.26% | 26.03%-13.8pp | 33.69%-21.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $915 | $1,974-53.6% | $2,747-66.7% | $2,670-65.7% |
| Participant deferral / active EE | $3,240 | $2,837+14.2% | $3,880-16.5% | $4,125-21.5% |
| Admin fee / account holder | $4,424 | $2,952+49.9% | $3,068+44.2% | $5,651-21.7% |