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 | $95,257 | $52,681+80.8% | $75,781+25.7% | $59,632+59.7% |
| Participation rate | 71.2% | 67.2%+4.0pp | 75.8%-4.6pp | 68.7%+2.5pp |
| Annual return | 0.38% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $412 | $2,193-81.2% | $3,323-87.6% | $2,203-81.3% |
| Participant deferral / active EE | $6,307 | $2,591+143.4% | $3,651+72.7% | $3,192+97.6% |
| Admin fee / account holder | $5,055 | $3,610+40.0% | $5,299-4.6% | $4,297+17.6% |