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 | $87,695 | $52,681+66.5% | $75,781+15.7% | $59,632+47.1% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.8%+17.7pp | 68.7%+24.8pp |
| Annual return | 0.27% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $6,140 | $2,193+180.0% | $3,323+84.8% | $2,203+178.8% |
| Participant deferral / active EE | $6,579 | $2,591+153.9% | $3,651+80.2% | $3,192+106.1% |
| Admin fee / account holder | $812 | $3,610-77.5% | $5,299-84.7% | $4,297-81.1% |