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 | $114,594 | $83,902+36.6% | $167,512-31.6% | $84,808+35.1% |
| Participation rate | 95.0% | 66.5%+28.5pp | 77.1%+17.9pp | 68.3%+26.7pp |
| Annual return | 15.85% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,052 | $2,264+34.8% | $3,882-21.4% | $2,631+16.0% |
| Participant deferral / active EE | $5,952 | $4,442+34.0% | $6,405-7.1% | $4,212+41.3% |
| Admin fee / account holder | $7,124 | $7,915-10.0% | $9,769-27.1% | $7,344-3.0% |