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 | $58,906 | $77,813-24.3% | $123,544-52.3% | $64,186-8.2% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | 4.04% | 12.48%-8.4pp | 119.20%-115.2pp | 7.63%-3.6pp |
| Employer contribution / active EE | $2,713 | $3,014-10.0% | $4,628-41.4% | $2,381+13.9% |
| Participant deferral / active EE | $8,283 | $5,240+58.1% | $6,426+28.9% | $3,470+138.7% |
| Admin fee / account holder | $9,271 | $5,519+68.0% | $9,284-0.1% | $4,888+89.7% |