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 | $122,311 | $49,915+145.0% | $154,803-21.0% | $74,304+64.6% |
| Participation rate | 92.1% | 54.0%+38.1pp | 78.1%+14.0pp | 60.3%+31.7pp |
| Annual return | 15.80% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $9,879 | $1,611+513.1% | $4,305+129.5% | $2,241+340.8% |
| Participant deferral / active EE | $8,777 | $2,255+289.3% | $5,540+58.4% | $3,767+133.0% |
| Admin fee / account holder | $984 | $2,189-55.1% | $14,329-93.1% | $2,969-66.9% |