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 | $104,886 | $48,230+117.5% | $67,502+55.4% | $80,856+29.7% |
| Participation rate | 85.5% | 66.4%+19.1pp | 72.9%+12.6pp | 67.6%+17.8pp |
| Annual return | 14.27% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,059 | $2,020+51.4% | $2,731+12.0% | $2,755+11.0% |
| Participant deferral / active EE | $7,711 | $2,924+163.7% | $4,000+92.8% | $4,296+79.5% |
| Admin fee / account holder | $6,129 | $3,681+66.5% | $3,998+53.3% | $6,918-11.4% |