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 | $159,439 | $64,839+145.9% | $95,585+66.8% | $84,808+88.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.47% | -670.96%+684.4pp | 38.56%-25.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $11,913 | $1,759+577.3% | $2,527+371.5% | $2,631+352.8% |
| Participant deferral / active EE | $1,631 | $2,965-45.0% | $4,023-59.5% | $4,212-61.3% |
| Admin fee / account holder | $15,815 | $5,964+165.2% | $6,127+158.1% | $7,344+115.4% |