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 | $75,170 | $75,828-0.9% | $147,614-49.1% | $59,632+26.1% |
| Participation rate | 93.8% | 71.6%+22.2pp | 84.6%+9.1pp | 68.7%+25.1pp |
| Annual return | 1.07% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,537 | $3,485-55.9% | $5,564-72.4% | $2,203-30.2% |
| Participant deferral / active EE | $2,363 | $3,130-24.5% | $4,895-51.7% | $3,192-26.0% |
| Admin fee / account holder | $5,981 | $5,985-0.1% | $11,611-48.5% | $4,297+39.2% |