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 | $100,910 | $77,145+30.8% | $108,410-6.9% | $85,850+17.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 13.57% | 44.54%-31.0pp | 905.27%-891.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $17,706 | $2,379+644.2% | $3,558+397.6% | $2,565+590.3% |
| Participant deferral / active EE | $4,688 | $5,566-15.8% | $6,563-28.6% | $3,952+18.6% |
| Admin fee / account holder | $23,679 | $5,172+357.8% | $7,295+224.6% | $6,260+278.3% |