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 | $58,327 | $40,256+44.9% | $57,343+1.7% | $59,632-2.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 68.7%+18.0pp |
| Annual return | 0.80% | 27.49%-26.7pp | 24.39%-23.6pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $7,317 | $1,922+280.7% | $2,689+172.2% | $2,203+232.2% |
| Participant deferral / active EE | $5,631 | $2,399+134.7% | $3,162+78.1% | $3,192+76.4% |
| Admin fee / account holder | $1,617 | $2,818-42.6% | $3,356-51.8% | $4,297-62.4% |