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 6-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 | $113,106 | $48,230+134.5% | $67,502+67.6% | $80,856+39.9% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 17.44% | 18.28%-0.8pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,498 | $2,020+172.2% | $2,731+101.3% | $2,755+99.6% |
| Participant deferral / active EE | $13,042 | $2,924+346.1% | $4,000+226.1% | $4,296+203.6% |
| Admin fee / account holder | $9,612 | $3,681+161.1% | $3,998+140.4% | $6,918+38.9% |