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 | $182,580 | $51,576+254.0% | $129,207+41.3% | $80,856+125.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.32% | 20.81%-5.5pp | 9417.33%-9402.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $10,103 | $1,584+537.9% | $4,153+143.3% | $2,755+266.7% |
| Participant deferral / active EE | $1,433 | $2,669-46.3% | $4,168-65.6% | $4,296-66.6% |
| Admin fee / account holder | $4,144 | $4,305-3.7% | $7,715-46.3% | $6,918-40.1% |