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 | $112,642 | $61,272+83.8% | $149,673-24.7% | $71,457+57.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.91% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $6,786 | $2,378+185.3% | $4,818+40.9% | $2,588+162.3% |
| Participant deferral / active EE | $5,809 | $2,917+99.1% | $5,680+2.3% | $4,289+35.5% |
| Admin fee / account holder | $33,945 | $1,261+2591.1% | $13,210+157.0% | $1,587+2038.5% |