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 3-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 | $134,769 | $48,230+179.4% | $67,502+99.7% | $80,856+66.7% |
| Participation rate | 94.1% | 66.4%+27.7pp | 72.9%+21.2pp | 67.6%+26.5pp |
| Annual return | 12.29% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,366 | $2,020+215.2% | $2,731+133.1% | $2,755+131.1% |
| Participant deferral / active EE | $13,799 | $2,924+372.0% | $4,000+245.0% | $4,296+221.2% |
| Admin fee / account holder | $49,164 | $3,681+1235.5% | $3,998+1129.8% | $6,918+610.7% |