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 | $115,000 | $58,208+97.6% | $81,812+40.6% | $80,856+42.2% |
| Participation rate | 82.6% | 63.4%+19.2pp | 72.3%+10.3pp | 67.6%+15.0pp |
| Annual return | 13.22% | 41.66%-28.4pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,992 | $2,340+27.9% | $2,912+2.7% | $2,755+8.6% |
| Participant deferral / active EE | $7,561 | $3,281+130.5% | $4,319+75.1% | $4,296+76.0% |
| Admin fee / account holder | $11,159 | $4,981+124.0% | $7,386+51.1% | $6,918+61.3% |