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 8-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 | $171,599 | $61,774+177.8% | $97,226+76.5% | $80,856+112.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.67% | -557.90%+571.6pp | 75.13%-61.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,467 | $1,837+306.6% | $2,729+173.7% | $2,755+171.1% |
| Participant deferral / active EE | $7,274 | $3,029+140.2% | $4,264+70.6% | $4,296+69.3% |
| Admin fee / account holder | $18,112 | $5,166+250.6% | $5,654+220.4% | $6,918+161.8% |