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 | $70,936 | $56,053+26.6% | $75,972-6.6% | $80,856-12.3% |
| Participation rate | 78.0% | 62.0%+16.0pp | 69.1%+9.0pp | 67.6%+10.4pp |
| Annual return | 12.46% | 20.53%-8.1pp | 359.55%-347.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,084 | $1,874-42.1% | $2,685-59.6% | $2,755-60.6% |
| Participant deferral / active EE | $4,671 | $3,052+53.1% | $4,255+9.8% | $4,296+8.7% |
| Admin fee / account holder | $8,309 | $5,234+58.8% | $6,467+28.5% | $6,918+20.1% |