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 | $77,788 | $48,230+61.3% | $67,502+15.2% | $80,856-3.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 14.29% | 18.28%-4.0pp | 3512.12%-3497.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,586 | $2,020+77.5% | $2,731+31.3% | $2,755+30.2% |
| Participant deferral / active EE | $4,631 | $2,924+58.4% | $4,000+15.8% | $4,296+7.8% |
| Admin fee / account holder | $882 | $3,681-76.0% | $3,998-77.9% | $6,918-87.2% |