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 | $112,142 | $48,230+132.5% | $67,502+66.1% | $80,856+38.7% |
| Participation rate | 90.1% | 66.4%+23.8pp | 72.9%+17.3pp | 67.6%+22.5pp |
| Annual return | 12.78% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,856 | $2,020-8.1% | $2,731-32.1% | $2,755-32.6% |
| Participant deferral / active EE | $3,044 | $2,924+4.1% | $4,000-23.9% | $4,296-29.1% |
| Admin fee / account holder | $6,510 | $3,681+76.8% | $3,998+62.8% | $6,918-5.9% |