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 | $136,736 | $87,733+55.9% | $106,548+28.3% | $85,850+59.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.77% | 21.86%-6.1pp | 26.80%-11.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $9,475 | $2,073+357.1% | $2,819+236.1% | $2,565+269.4% |
| Participant deferral / active EE | $8,127 | $3,469+134.3% | $4,398+84.8% | $3,952+105.7% |
| Admin fee / account holder | $17,598 | $6,767+160.0% | $7,407+137.6% | $6,260+181.1% |