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 | $101,659 | $81,625+24.5% | $167,512-39.3% | $74,304+36.8% |
| Participation rate | 93.0% | 60.0%+33.0pp | 77.1%+15.9pp | 60.3%+32.7pp |
| Annual return | 20.43% | 26.09%-5.7pp | 1615.79%-1595.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,971 | $2,010+97.5% | $3,882+2.3% | $2,241+77.2% |
| Participant deferral / active EE | $10,700 | $4,115+160.0% | $6,405+67.1% | $3,767+184.0% |
| Admin fee / account holder | $13,303 | $3,474+282.9% | $9,769+36.2% | $2,969+348.1% |