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 | $95,472 | $76,000+25.6% | $154,107-38.0% | $64,186+48.7% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | 1.30% | 30.32%-29.0pp | 735.12%-733.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $3,028 | $3,351-9.6% | $5,298-42.8% | $2,381+27.2% |
| Participant deferral / active EE | $3,104 | $3,175-2.2% | $5,081-38.9% | $3,470-10.5% |
| Admin fee / account holder | $7,280 | $5,596+30.1% | $13,411-45.7% | $4,888+48.9% |