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 | $131,211 | $48,230+172.1% | $67,502+94.4% | $80,856+62.3% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.6%+15.3pp |
| Annual return | 14.27% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,360 | $2,020+115.9% | $2,731+59.6% | $2,755+58.3% |
| Participant deferral / active EE | $12,666 | $2,924+333.2% | $4,000+216.7% | $4,296+194.8% |
| Admin fee / account holder | $10,635 | $3,681+188.9% | $3,998+166.0% | $6,918+53.7% |