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 | $71,297 | $54,705+30.3% | $71,209+0.1% | $84,808-15.9% |
| Participation rate | 85.6% | 64.1%+21.5pp | 73.8%+11.8pp | 68.3%+17.2pp |
| Annual return | 22.70% | 35.90%-13.2pp | 282.51%-259.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,056 | $2,158-4.7% | $2,721-24.4% | $2,631-21.9% |
| Participant deferral / active EE | $2,773 | $3,030-8.5% | $4,175-33.6% | $4,212-34.2% |
| Admin fee / account holder | $10,992 | $4,863+126.0% | $5,349+105.5% | $7,344+49.7% |