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 | $58,785 | $58,512+0.5% | $84,015-30.0% | $72,985-19.5% |
| Participation rate | 73.3% | 61.2%+12.1pp | 69.0%+4.3pp | 69.5%+3.8pp |
| Annual return | 26.29% | 28.93%-2.6pp | 71.31%-45.0pp | 81.00%-54.7pp |
| Employer contribution / active EE | $430 | $1,163-63.1% | $1,983-78.3% | $2,440-82.4% |
| Participant deferral / active EE | $3,103 | $2,394+29.6% | $3,239-4.2% | $3,607-14.0% |
| Admin fee / account holder | $27,331 | $4,569+498.2% | $6,101+348.0% | $5,124+433.4% |