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 | $235,122 | $54,705+329.8% | $71,209+230.2% | $84,808+177.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.43% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $14,098 | $2,158+553.3% | $2,721+418.1% | $2,631+435.9% |
| Participant deferral / active EE | $4,365 | $3,030+44.0% | $4,175+4.5% | $4,212+3.6% |
| Admin fee / account holder | $18,566 | $4,863+281.8% | $5,349+247.1% | $7,344+152.8% |