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 | $124,829 | $48,230+158.8% | $67,502+84.9% | $80,856+54.4% |
| Participation rate | 96.5% | 66.4%+30.1pp | 72.9%+23.6pp | 67.6%+28.9pp |
| Annual return | 16.62% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,909 | $2,020+44.0% | $2,731+6.5% | $2,755+5.6% |
| Participant deferral / active EE | $8,533 | $2,924+191.9% | $4,000+113.3% | $4,296+98.6% |
| Admin fee / account holder | $12,690 | $3,681+244.7% | $3,998+217.4% | $6,918+83.4% |