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 | $66,701 | $65,862+1.3% | $124,672-46.5% | $79,386-16.0% |
| Participation rate | 97.1% | 62.2%+34.9pp | 74.6%+22.5pp | 70.7%+26.4pp |
| Annual return | 13.08% | 19.02%-5.9pp | 5142.93%-5129.8pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,367 | $1,883+78.8% | $3,324+1.3% | $2,427+38.7% |
| Participant deferral / active EE | $6,595 | $2,772+137.9% | $4,614+42.9% | $4,046+63.0% |
| Admin fee / account holder | $2,938 | $673+336.7% | $7,493-60.8% | $626+368.9% |