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 | $121,496 | $48,230+151.9% | $67,502+80.0% | $80,856+50.3% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.8pp |
| Annual return | 16.65% | 18.28%-1.6pp | 3512.12%-3495.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,982 | $2,020+196.2% | $2,731+119.1% | $2,755+117.2% |
| Participant deferral / active EE | $9,464 | $2,924+223.7% | $4,000+136.6% | $4,296+120.3% |
| Admin fee / account holder | $16,712 | $3,681+354.0% | $3,998+318.1% | $6,918+141.6% |