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 | $151,845 | $48,795+211.2% | $65,493+131.8% | $84,808+79.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.38% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,910 | $1,930+258.1% | $2,574+168.4% | $2,631+162.7% |
| Participant deferral / active EE | $7,881 | $2,928+169.1% | $3,961+99.0% | $4,212+87.1% |
| Admin fee / account holder | $4,070 | $3,877+5.0% | $5,028-19.1% | $7,344-44.6% |