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 | $123,364 | $48,230+155.8% | $67,502+82.8% | $80,856+52.6% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.3pp |
| Annual return | 17.29% | 18.28%-1.0pp | 3512.12%-3494.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,637 | $2,020+179.1% | $2,731+106.4% | $2,755+104.6% |
| Participant deferral / active EE | $6,384 | $2,924+118.4% | $4,000+59.6% | $4,296+48.6% |
| Admin fee / account holder | $3,553 | $3,681-3.5% | $3,998-11.1% | $6,918-48.6% |