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 | $65,582 | $60,124+9.1% | $90,404-27.5% | $79,858-17.9% |
| Participation rate | 83.9% | 65.0%+18.9pp | 72.7%+11.2pp | 69.6%+14.2pp |
| Annual return | 14.03% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $385 | $2,068-81.4% | $3,262-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $4,989 | $2,938+69.8% | $3,963+25.9% | $3,740+33.4% |
| Admin fee / account holder | $2,413 | $3,976-39.3% | $5,611-57.0% | $5,306-54.5% |