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 | $74,529 | $56,199+32.6% | $67,652+10.2% | $59,632+25.0% |
| Participation rate | 95.7% | 71.5%+24.2pp | 75.7%+20.0pp | 68.7%+27.0pp |
| Annual return | 0.48% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $440 | $1,614-72.7% | $2,266-80.6% | $2,203-80.0% |
| Participant deferral / active EE | $4,945 | $2,844+73.9% | $3,560+38.9% | $3,192+54.9% |
| Admin fee / account holder | $3,523 | $3,958-11.0% | $4,821-26.9% | $4,297-18.0% |