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 | $80,208 | $29,660+170.4% | $56,411+42.2% | $80,856-0.8% |
| Participation rate | 86.7% | 41.6%+45.0pp | 52.5%+34.2pp | 67.6%+19.0pp |
| Annual return | 20.11% | 35.23%-15.1pp | 1701.33%-1681.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $6,514 | $669+873.1% | $1,039+527.1% | $2,755+136.4% |
| Participant deferral / active EE | $3,745 | $1,226+205.5% | $1,952+91.9% | $4,296-12.8% |
| Admin fee / account holder | $335 | $2,428-86.2% | $2,829-88.2% | $6,918-95.2% |