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 | $108,855 | $54,705+99.0% | $71,209+52.9% | $84,808+28.4% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.9pp | 68.3%+29.3pp |
| Annual return | 15.53% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $13,384 | $2,158+520.2% | $2,721+391.9% | $2,631+408.7% |
| Participant deferral / active EE | $18,613 | $3,030+514.2% | $4,175+345.8% | $4,212+341.9% |
| Admin fee / account holder | $25,051 | $4,863+415.1% | $5,349+368.3% | $7,344+241.1% |