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 | $182,189 | $64,839+181.0% | $95,585+90.6% | $84,808+114.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.76% | -670.96%+686.7pp | 38.56%-22.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,033 | $1,759+186.2% | $2,527+99.2% | $2,631+91.3% |
| Participant deferral / active EE | $6,220 | $2,965+109.8% | $4,023+54.6% | $4,212+47.7% |
| Admin fee / account holder | $19,559 | $5,964+227.9% | $6,127+219.2% | $7,344+166.3% |