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 7-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 | $79,419 | $51,576+54.0% | $129,207-38.5% | $80,856-1.8% |
| Participation rate | 85.0% | 57.0%+28.0pp | 69.6%+15.4pp | 67.6%+17.4pp |
| Annual return | 15.21% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,728 | $1,584+261.6% | $4,153+37.9% | $2,755+107.9% |
| Participant deferral / active EE | $10,562 | $2,669+295.8% | $4,168+153.4% | $4,296+145.9% |
| Admin fee / account holder | $5,456 | $4,305+26.7% | $7,715-29.3% | $6,918-21.1% |