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 | $62,093 | $57,354+8.3% | $83,848-25.9% | $64,186-3.3% |
| Participation rate | 97.2% | 68.6%+28.6pp | 76.1%+21.1pp | 69.6%+27.7pp |
| Annual return | 1.18% | 11.38%-10.2pp | 850.88%-849.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $7,110 | $2,545+179.3% | $3,631+95.8% | $2,381+198.6% |
| Participant deferral / active EE | $1,276 | $2,993-57.4% | $4,082-68.7% | $3,470-63.2% |
| Admin fee / account holder | $59,885 | $4,046+1380.2% | $5,478+993.2% | $4,888+1125.1% |