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 | $103,049 | $53,127+94.0% | $86,590+19.0% | $70,131+46.9% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 14.40% | 27.66%-13.3pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,906 | $2,068+137.2% | $2,839+72.8% | $2,342+109.5% |
| Participant deferral / active EE | $1,164 | $2,696-56.8% | $3,609-67.7% | $3,332-65.1% |
| Admin fee / account holder | $23,704 | $3,585+561.1% | $4,906+383.2% | $4,645+410.3% |