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 | $136,467 | $48,364+182.2% | $71,796+90.1% | $62,891+117.0% |
| Participation rate | 97.4% | 60.6%+36.8pp | 69.1%+28.3pp | 69.3%+28.1pp |
| Annual return | 7.88% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,894 | $1,042+81.8% | $1,924-1.6% | $2,281-17.0% |
| Participant deferral / active EE | $3,417 | $2,091+63.4% | $2,794+22.3% | $3,203+6.7% |
| Admin fee / account holder | $6,737 | $3,771+78.6% | $4,815+39.9% | $4,296+56.8% |