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 | $139,737 | $48,230+189.7% | $67,502+107.0% | $80,856+72.8% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 19.37% | 18.28%+1.1pp | 3512.12%-3492.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $9,998 | $2,020+395.1% | $2,731+266.1% | $2,755+262.9% |
| Participant deferral / active EE | $8,616 | $2,924+194.7% | $4,000+115.4% | $4,296+100.6% |
| Admin fee / account holder | $5,336 | $3,681+45.0% | $3,998+33.5% | $6,918-22.9% |