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 | $65,223 | $40,256+62.0% | $57,343+13.7% | $59,632+9.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 75.1%+22.3pp | 68.7%+28.7pp |
| Annual return | 0.61% | 27.49%-26.9pp | 24.39%-23.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,288 | $1,922+175.2% | $2,689+96.7% | $2,203+140.1% |
| Participant deferral / active EE | $5,835 | $2,399+143.2% | $3,162+84.5% | $3,192+82.8% |
| Admin fee / account holder | $1,716 | $2,818-39.1% | $3,356-48.9% | $4,297-60.1% |