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 | $104,595 | $45,035+132.3% | $62,995+66.0% | $70,131+49.1% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 12.02% | 18.76%-6.7pp | 87.57%-75.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,108 | $2,051+149.0% | $2,759+85.2% | $2,342+118.1% |
| Participant deferral / active EE | $3,473 | $2,465+40.9% | $3,329+4.3% | $3,332+4.2% |
| Admin fee / account holder | $13,834 | $2,834+388.1% | $3,600+284.3% | $4,645+197.8% |