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 | $99,423 | $29,660+235.2% | $56,411+76.2% | $80,856+23.0% |
| Participation rate | 80.0% | 41.6%+38.4pp | 52.5%+27.5pp | 67.6%+12.4pp |
| Annual return | 13.58% | 35.23%-21.7pp | 1701.33%-1687.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,495 | $669+123.3% | $1,039+43.9% | $2,755-45.7% |
| Participant deferral / active EE | $7,565 | $1,226+517.1% | $1,952+287.6% | $4,296+76.1% |
| Admin fee / account holder | $15,734 | $2,428+548.1% | $2,829+456.2% | $6,918+127.4% |