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 | $84,319 | $48,230+74.8% | $67,502+24.9% | $80,856+4.3% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 27.58% | 18.28%+9.3pp | 3512.12%-3484.5pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,972 | $2,020+47.2% | $2,731+8.8% | $2,755+7.9% |
| Participant deferral / active EE | $8,719 | $2,924+198.2% | $4,000+118.0% | $4,296+103.0% |
| Admin fee / account holder | $3,331 | $3,681-9.5% | $3,998-16.7% | $6,918-51.9% |