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 | $139,654 | $81,632+71.1% | $70,449+98.2% | $158,922-12.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.21% | 208.40%-196.2pp | 109.03%-96.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,398 | $3,217+5.6% | $2,737+24.2% | $4,761-28.6% |
| Participant deferral / active EE | $8,924 | $4,554+96.0% | $3,709+140.6% | $5,982+49.2% |
| Admin fee / account holder | $42,435 | $6,193+585.3% | $3,845+1003.6% | $11,246+277.3% |