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 | $79,532 | $44,960+76.9% | $84,966-6.4% | $74,495+6.8% |
| Participation rate | 80.7% | 49.4%+31.3pp | 67.5%+13.2pp | 67.2%+13.5pp |
| Annual return | 20.18% | 26.24%-6.1pp | 66.38%-46.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,139 | $1,457+46.8% | $2,727-21.6% | $2,623-18.4% |
| Participant deferral / active EE | $7,025 | $2,731+157.3% | $4,519+55.4% | $4,346+61.7% |
| Admin fee / account holder | $2,751 | $2,209+24.5% | $6,149-55.3% | $1,942+41.7% |