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 | $80,734 | $29,660+172.2% | $56,411+43.1% | $80,856-0.2% |
| Participation rate | 98.5% | 41.6%+56.9pp | 52.5%+46.0pp | 67.6%+30.9pp |
| Annual return | 12.24% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,718 | $669+306.1% | $1,039+161.7% | $2,755-1.3% |
| Participant deferral / active EE | $7,336 | $1,226+498.4% | $1,952+275.9% | $4,296+70.8% |
| Admin fee / account holder | $2,698 | $2,428+11.1% | $2,829-4.6% | $6,918-61.0% |