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 | $61,936 | $48,230+28.4% | $67,502-8.2% | $80,856-23.4% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.6%+24.4pp |
| Annual return | 11.89% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,577 | $2,020+176.2% | $2,731+104.2% | $2,755+102.5% |
| Participant deferral / active EE | $3,228 | $2,924+10.4% | $4,000-19.3% | $4,296-24.8% |
| Admin fee / account holder | $2,329 | $3,681-36.7% | $3,998-41.7% | $6,918-66.3% |