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 | $187,372 | $104,251+79.7% | $91,001+105.9% | $147,584+27.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.01% | 27.06%-14.1pp | 4.60%+8.4pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,480 | $3,116+43.8% | $2,456+82.4% | $4,876-8.1% |
| Participant deferral / active EE | $10,485 | $4,195+149.9% | $3,547+195.6% | $5,439+92.8% |
| Admin fee / account holder | $8,162 | $8,948-8.8% | $5,417+50.7% | $10,885-25.0% |