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 6-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 | $56,316 | $51,576+9.2% | $129,207-56.4% | $80,856-30.4% |
| Participation rate | 95.3% | 57.0%+38.4pp | 69.6%+25.7pp | 67.6%+27.7pp |
| Annual return | 20.69% | 20.81%-0.1pp | 9417.33%-9396.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,682 | $1,584+69.4% | $4,153-35.4% | $2,755-2.6% |
| Participant deferral / active EE | $4,460 | $2,669+67.1% | $4,168+7.0% | $4,296+3.8% |
| Admin fee / account holder | $2,386 | $4,305-44.6% | $7,715-69.1% | $6,918-65.5% |