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 | $155,189 | $54,705+183.7% | $71,209+117.9% | $84,808+83.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.22% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,664 | $2,158+162.5% | $2,721+108.1% | $2,631+115.3% |
| Participant deferral / active EE | $8,272 | $3,030+173.0% | $4,175+98.1% | $4,212+96.4% |
| Admin fee / account holder | $27,442 | $4,863+464.3% | $5,349+413.1% | $7,344+273.7% |