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 | $168,477 | $63,346+166.0% | $92,233+82.7% | $70,131+140.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.58% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,656 | $2,471+7.5% | $3,679-27.8% | $2,342+13.4% |
| Participant deferral / active EE | $7,556 | $2,854+164.8% | $3,897+93.9% | $3,332+126.8% |
| Admin fee / account holder | $6,403 | $3,840+66.7% | $5,194+23.3% | $4,645+37.8% |