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 | $115,865 | $48,795+137.5% | $65,493+76.9% | $84,808+36.6% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 13.08% | 20.20%-7.1pp | 982.45%-969.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,636 | $1,930+36.6% | $2,574+2.4% | $2,631+0.2% |
| Participant deferral / active EE | $4,943 | $2,928+68.8% | $3,961+24.8% | $4,212+17.4% |
| Admin fee / account holder | $14,637 | $3,877+277.5% | $5,028+191.1% | $7,344+99.3% |