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 | $99,000 | $100,773-1.8% | $88,946+11.3% | $142,382-30.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.46% | 70.18%-58.7pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,942 | $2,918+35.1% | $2,555+54.3% | $4,299-8.3% |
| Participant deferral / active EE | $8,290 | $5,230+58.5% | $4,581+81.0% | $6,507+27.4% |
| Admin fee / account holder | $10,720 | $9,693+10.6% | $8,261+29.8% | $12,624-15.1% |