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 | $137,093 | $51,576+165.8% | $129,207+6.1% | $80,856+69.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.09% | 20.81%-8.7pp | 9417.33%-9405.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,734 | $1,584+198.9% | $4,153+14.0% | $2,755+71.9% |
| Participant deferral / active EE | $10,105 | $2,669+278.6% | $4,168+142.5% | $4,296+135.2% |
| Admin fee / account holder | $13,502 | $4,305+213.6% | $7,715+75.0% | $6,918+95.2% |