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 | $187,083 | $109,359+71.1% | $162,163+15.4% | $72,985+156.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.13% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,083 | $3,907+30.1% | $5,614-9.5% | $2,440+108.3% |
| Participant deferral / active EE | $3,980 | $5,481-27.4% | $7,298-45.5% | $3,607+10.3% |
| Admin fee / account holder | $66,030 | $7,972+728.3% | $10,843+509.0% | $5,124+1188.6% |