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 | $56,744 | $56,199+1.0% | $67,652-16.1% | $59,632-4.8% |
| Participation rate | 71.7% | 71.5%+0.2pp | 75.7%-4.0pp | 68.7%+3.0pp |
| Annual return | 2.43% | 18505.31%-18502.9pp | 6625.04%-6622.6pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $747 | $1,614-53.7% | $2,266-67.0% | $2,203-66.1% |
| Participant deferral / active EE | $2,984 | $2,844+4.9% | $3,560-16.2% | $3,192-6.5% |
| Admin fee / account holder | $15,800 | $3,958+299.2% | $4,821+227.7% | $4,297+267.7% |