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 | $186,363 | $79,449+134.6% | $189,557-1.7% | $85,850+117.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 11.74% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $5,510 | $2,081+164.8% | $4,412+24.9% | $2,565+114.8% |
| Participant deferral / active EE | $11,087 | $4,051+173.7% | $6,174+79.6% | $3,952+180.6% |
| Admin fee / account holder | $19,815 | $5,377+268.5% | $9,807+102.0% | $6,260+216.5% |