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 | $74,187 | $53,127+39.6% | $86,590-14.3% | $70,131+5.8% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 19.26% | 27.66%-8.4pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,657 | $2,068+28.5% | $2,839-6.4% | $2,342+13.4% |
| Participant deferral / active EE | $8,161 | $2,696+202.7% | $3,609+126.2% | $3,332+145.0% |
| Admin fee / account holder | $10,130 | $3,585+182.5% | $4,906+106.5% | $4,645+118.1% |