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 | $143,833 | $58,208+147.1% | $81,812+75.8% | $80,856+77.9% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 13.39% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,112 | $2,340+75.7% | $2,912+41.2% | $2,755+49.3% |
| Participant deferral / active EE | $5,318 | $3,281+62.1% | $4,319+23.1% | $4,296+23.8% |
| Admin fee / account holder | $2,976 | $4,981-40.3% | $7,386-59.7% | $6,918-57.0% |