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 | $51,787 | $211,958-75.6% | $169,463-69.4% | $135,375-61.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.62% | 3.26%+5.4pp | 1.83%+6.8pp | 519.73%-511.1pp |
| Employer contribution / active EE | $639 | $5,120-87.5% | $4,159-84.6% | $4,779-86.6% |
| Participant deferral / active EE | $6,295 | $6,075+3.6% | $5,277+19.3% | $5,609+12.2% |
| Admin fee / account holder | $2,855 | $11,471-75.1% | $9,109-68.7% | $10,827-73.6% |