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 | $62,975 | $48,230+30.6% | $67,502-6.7% | $80,856-22.1% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.6%+30.9pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,617 | $2,020+128.6% | $2,731+69.1% | $2,755+67.6% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,658 | $3,681+135.2% | $3,998+116.6% | $6,918+25.2% |