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 | $86,109 | $48,230+78.5% | $67,502+27.6% | $80,856+6.5% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.6%+19.0pp |
| Annual return | 12.41% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,270 | $2,020+111.4% | $2,731+56.4% | $2,755+55.0% |
| Participant deferral / active EE | $5,960 | $2,924+103.8% | $4,000+49.0% | $4,296+38.7% |
| Admin fee / account holder | $2,762 | $3,681-25.0% | $3,998-30.9% | $6,918-60.1% |