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 | $147,263 | $53,127+177.2% | $86,590+70.1% | $70,131+110.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.22% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $8,828 | $2,068+326.9% | $2,839+210.9% | $2,342+276.9% |
| Participant deferral / active EE | $3,206 | $2,696+18.9% | $3,609-11.2% | $3,332-3.8% |
| Admin fee / account holder | $15,732 | $3,585+338.8% | $4,906+220.7% | $4,645+238.7% |