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 | $197,582 | $53,127+271.9% | $86,590+128.2% | $70,131+181.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.28% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,033 | $2,068+46.6% | $2,839+6.8% | $2,342+29.5% |
| Participant deferral / active EE | $5,680 | $2,696+110.7% | $3,609+57.4% | $3,332+70.5% |
| Admin fee / account holder | $573 | $3,585-84.0% | $4,906-88.3% | $4,645-87.7% |