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 | $65,441 | $85,766-23.7% | $136,294-52.0% | $70,131-6.7% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.36% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,516 | $2,966-15.2% | $4,695-46.4% | $2,342+7.4% |
| Participant deferral / active EE | $8,565 | $5,051+69.6% | $6,247+37.1% | $3,332+157.1% |
| Admin fee / account holder | $1,786 | $5,420-67.1% | $9,243-80.7% | $4,645-61.6% |