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 | $61,868 | $56,199+10.1% | $67,652-8.5% | $59,632+3.7% |
| Participation rate | 82.4% | 71.5%+10.9pp | 75.7%+6.7pp | 68.7%+13.7pp |
| Annual return | 1.80% | 18505.31%-18503.5pp | 6625.04%-6623.2pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $1,007 | $1,614-37.6% | $2,266-55.5% | $2,203-54.3% |
| Participant deferral / active EE | $2,906 | $2,844+2.2% | $3,560-18.4% | $3,192-9.0% |
| Admin fee / account holder | $4,794 | $3,958+21.1% | $4,821-0.6% | $4,297+11.6% |