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 | $111,672 | $48,230+131.5% | $67,502+65.4% | $80,856+38.1% |
| Participation rate | 82.1% | 66.4%+15.8pp | 72.9%+9.3pp | 67.6%+14.5pp |
| Annual return | 12.75% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $10,202 | $2,020+405.1% | $2,731+273.6% | $2,755+270.3% |
| Participant deferral / active EE | $8,033 | $2,924+174.8% | $4,000+100.8% | $4,296+87.0% |
| Admin fee / account holder | $5,062 | $3,681+37.5% | $3,998+26.6% | $6,918-26.8% |