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 | $59,608 | $48,230+23.6% | $67,502-11.7% | $80,856-26.3% |
| Participation rate | 95.5% | 66.4%+29.1pp | 72.9%+22.6pp | 67.6%+27.8pp |
| Annual return | 20.81% | 18.28%+2.5pp | 3512.12%-3491.3pp | 35.59%-14.8pp |
| Employer contribution / active EE | $5,026 | $2,020+148.8% | $2,731+84.0% | $2,755+82.4% |
| Participant deferral / active EE | $7,068 | $2,924+141.8% | $4,000+76.7% | $4,296+64.5% |
| Admin fee / account holder | $1,189 | $3,681-67.7% | $3,998-70.3% | $6,918-82.8% |