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 | $61,597 | $58,208+5.8% | $81,812-24.7% | $80,856-23.8% |
| Participation rate | 98.0% | 63.4%+34.6pp | 72.3%+25.7pp | 67.6%+30.4pp |
| Annual return | 12.85% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,233 | $2,340-47.3% | $2,912-57.6% | $2,755-55.2% |
| Participant deferral / active EE | $2,509 | $3,281-23.5% | $4,319-41.9% | $4,296-41.6% |
| Admin fee / account holder | $1,275 | $4,981-74.4% | $7,386-82.7% | $6,918-81.6% |