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 8-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 | $161,362 | $58,208+177.2% | $81,812+97.2% | $80,856+99.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.62% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $7,615 | $2,340+225.4% | $2,912+161.5% | $2,755+176.4% |
| Participant deferral / active EE | $11,684 | $3,281+256.1% | $4,319+170.6% | $4,296+172.0% |
| Admin fee / account holder | $22,714 | $4,981+356.0% | $7,386+207.5% | $6,918+228.3% |