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 | $59,639 | $51,576+15.6% | $129,207-53.8% | $80,856-26.2% |
| Participation rate | 90.0% | 57.0%+33.0pp | 69.6%+20.4pp | 67.6%+22.4pp |
| Annual return | 12.79% | 20.81%-8.0pp | 9417.33%-9404.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,514 | $1,584-4.4% | $4,153-63.5% | $2,755-45.0% |
| Participant deferral / active EE | $2,653 | $2,669-0.6% | $4,168-36.3% | $4,296-38.2% |
| Admin fee / account holder | $2,478 | $4,305-42.4% | $7,715-67.9% | $6,918-64.2% |