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 | $150,680 | $78,694+91.5% | $67,652+122.7% | $125,391+20.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.31% | 9.46%-8.1pp | 6625.04%-6623.7pp | 282.22%-280.9pp |
| Employer contribution / active EE | $15,033 | $3,044+393.9% | $2,266+563.5% | $4,866+208.9% |
| Participant deferral / active EE | $14,139 | $4,292+229.4% | $3,560+297.2% | $5,352+164.2% |
| Admin fee / account holder | $7,805 | $7,403+5.4% | $4,821+61.9% | $9,540-18.2% |