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 | $69,586 | $52,681+32.1% | $75,781-8.2% | $59,632+16.7% |
| Participation rate | 90.2% | 67.2%+23.0pp | 75.8%+14.4pp | 68.7%+21.5pp |
| Annual return | 3.55% | 2.95%+0.6pp | 9.68%-6.1pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $4,037 | $2,193+84.0% | $3,323+21.5% | $2,203+83.3% |
| Participant deferral / active EE | $5,586 | $2,591+115.6% | $3,651+53.0% | $3,192+75.0% |
| Admin fee / account holder | $13,820 | $3,610+282.8% | $5,299+160.8% | $4,297+221.6% |