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 | $64,077 | $52,903+21.1% | $73,307-12.6% | $59,632+7.5% |
| Participation rate | 84.4% | 68.2%+16.2pp | 74.9%+9.5pp | 68.7%+15.7pp |
| Annual return | 0.86% | 12.20%-11.3pp | 5.67%-4.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,949 | $1,909+2.1% | $3,237-39.8% | $2,203-11.5% |
| Participant deferral / active EE | $5,197 | $4,069+27.7% | $4,991+4.1% | $3,192+62.8% |
| Admin fee / account holder | $1,536 | $3,834-59.9% | $5,637-72.7% | $4,297-64.2% |