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 | $109,863 | $51,576+113.0% | $129,207-15.0% | $80,856+35.9% |
| Participation rate | 92.9% | 57.0%+35.9pp | 69.6%+23.2pp | 67.6%+25.2pp |
| Annual return | 13.03% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,198 | $1,584+228.2% | $4,153+25.2% | $2,755+88.7% |
| Participant deferral / active EE | $7,368 | $2,669+176.1% | $4,168+76.8% | $4,296+71.5% |
| Admin fee / account holder | $3,171 | $4,305-26.3% | $7,715-58.9% | $6,918-54.2% |