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 | $78,110 | $48,230+62.0% | $67,502+15.7% | $80,856-3.4% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.6%+15.1pp |
| Annual return | 15.42% | 18.28%-2.9pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,244 | $2,020-38.4% | $2,731-54.4% | $2,755-54.8% |
| Participant deferral / active EE | $3,209 | $2,924+9.8% | $4,000-19.8% | $4,296-25.3% |
| Admin fee / account holder | $14,093 | $3,681+282.8% | $3,998+252.5% | $6,918+103.7% |