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 | $184,965 | $117,841+57.0% | $102,423+80.6% | $145,922+26.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.01% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,810 | $3,615+143.7% | $3,023+191.4% | $4,660+89.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $53,282 | $13,326+299.8% | $9,451+463.8% | $13,397+297.7% |