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 | $54,133 | $48,046+12.7% | $84,611-36.0% | $72,985-25.8% |
| Participation rate | 76.7% | 57.6%+19.1pp | 68.2%+8.4pp | 69.5%+7.2pp |
| Annual return | 20.51% | 37.38%-16.9pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $519 | $1,602-67.6% | $2,652-80.4% | $2,440-78.7% |
| Participant deferral / active EE | $2,002 | $2,680-25.3% | $3,899-48.7% | $3,607-44.5% |
| Admin fee / account holder | $13,800 | $3,395+306.5% | $4,912+180.9% | $5,124+169.3% |