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 | $105,753 | $57,354+84.4% | $83,848+26.1% | $64,186+64.8% |
| Participation rate | 85.1% | 68.6%+16.5pp | 76.1%+9.0pp | 69.6%+15.5pp |
| Annual return | 7.59% | 11.38%-3.8pp | 850.88%-843.3pp | 7.63%0pp |
| Employer contribution / active EE | $1,064 | $2,545-58.2% | $3,631-70.7% | $2,381-55.3% |
| Participant deferral / active EE | $3,046 | $2,993+1.8% | $4,082-25.4% | $3,470-12.2% |
| Admin fee / account holder | $18,874 | $4,046+366.5% | $5,478+244.5% | $4,888+286.1% |