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 | $63,746 | $58,694+8.6% | $142,863-55.4% | $85,850-25.7% |
| Participation rate | 89.3% | 58.5%+30.8pp | 71.9%+17.4pp | 69.3%+20.0pp |
| Annual return | 13.06% | 27.72%-14.7pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,220 | $1,423+56.1% | $4,144-46.4% | $2,565-13.4% |
| Participant deferral / active EE | $4,363 | $2,607+67.3% | $3,837+13.7% | $3,952+10.4% |
| Admin fee / account holder | $4,436 | $4,239+4.7% | $6,560-32.4% | $6,260-29.1% |