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 | $49,520 | $48,570+2.0% | $130,648-62.1% | $72,985-32.1% |
| Participation rate | 72.2% | 58.6%+13.6pp | 71.7%+0.5pp | 69.5%+2.7pp |
| Annual return | 22.06% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $983 | $1,334-26.3% | $4,092-76.0% | $2,440-59.7% |
| Participant deferral / active EE | $2,065 | $2,384-13.4% | $3,603-42.7% | $3,607-42.8% |
| Admin fee / account holder | $6,219 | $3,549+75.2% | $5,464+13.8% | $5,124+21.4% |