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 | $117,341 | $48,230+143.3% | $67,502+73.8% | $80,856+45.1% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.6%+10.7pp |
| Annual return | 14.18% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,721 | $2,020+84.2% | $2,731+36.2% | $2,755+35.1% |
| Participant deferral / active EE | $4,264 | $2,924+45.8% | $4,000+6.6% | $4,296-0.7% |
| Admin fee / account holder | $17,751 | $3,681+382.2% | $3,998+344.0% | $6,918+156.6% |