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 8-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 | $62,239 | $48,230+29.0% | $67,502-7.8% | $80,856-23.0% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 19.81% | 18.28%+1.5pp | 3512.12%-3492.3pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,159 | $2,020+56.4% | $2,731+15.7% | $2,755+14.7% |
| Participant deferral / active EE | $9,054 | $2,924+209.7% | $4,000+126.4% | $4,296+110.8% |
| Admin fee / account holder | $401 | $3,681-89.1% | $3,998-90.0% | $6,918-94.2% |