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 | $84,703 | $48,230+75.6% | $67,502+25.5% | $80,856+4.8% |
| Participation rate | 75.9% | 66.4%+9.5pp | 72.9%+3.0pp | 67.6%+8.3pp |
| Annual return | 12.90% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,150 | $2,020+6.5% | $2,731-21.3% | $2,755-21.9% |
| Participant deferral / active EE | $4,830 | $2,924+65.2% | $4,000+20.7% | $4,296+12.4% |
| Admin fee / account holder | $14,683 | $3,681+298.9% | $3,998+267.3% | $6,918+112.2% |