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 | $122,298 | $48,230+153.6% | $67,502+81.2% | $80,856+51.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 14.98% | 18.28%-3.3pp | 3512.12%-3497.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,409 | $2,020+118.3% | $2,731+61.4% | $2,755+60.0% |
| Participant deferral / active EE | $8,061 | $2,924+175.7% | $4,000+101.5% | $4,296+87.7% |
| Admin fee / account holder | $3,275 | $3,681-11.0% | $3,998-18.1% | $6,918-52.7% |