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 | $67,068 | $48,570+38.1% | $130,648-48.7% | $72,985-8.1% |
| Participation rate | 85.7% | 58.6%+27.1pp | 71.7%+14.0pp | 69.5%+16.2pp |
| Annual return | 17.21% | 38.63%-21.4pp | 1708.96%-1691.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,012 | $1,334-24.2% | $4,092-75.3% | $2,440-58.5% |
| Participant deferral / active EE | $3,423 | $2,384+43.6% | $3,603-5.0% | $3,607-5.1% |
| Admin fee / account holder | $2,384 | $3,549-32.8% | $5,464-56.4% | $5,124-53.5% |