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 5-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 | $58,995 | $29,660+98.9% | $56,411+4.6% | $80,856-27.0% |
| Participation rate | 85.1% | 41.6%+43.5pp | 52.5%+32.6pp | 67.6%+17.5pp |
| Annual return | 10.73% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $285 | $669-57.4% | $1,039-72.5% | $2,755-89.6% |
| Participant deferral / active EE | $2,652 | $1,226+116.3% | $1,952+35.9% | $4,296-38.3% |
| Admin fee / account holder | $2,217 | $2,428-8.7% | $2,829-21.6% | $6,918-67.9% |