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 | $61,823 | $48,230+28.2% | $67,502-8.4% | $80,856-23.5% |
| Participation rate | 92.6% | 66.4%+26.2pp | 72.9%+19.7pp | 67.6%+25.0pp |
| Annual return | 12.76% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $938 | $2,020-53.6% | $2,731-65.7% | $2,755-66.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,329 | $3,681-63.9% | $3,998-66.8% | $6,918-80.8% |