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 | $218,913 | $140,588+55.7% | $123,104+77.8% | $125,391+74.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.65% | 16.80%-16.1pp | 13.22%-12.6pp | 282.22%-281.6pp |
| Employer contribution / active EE | $9,500 | $6,041+57.2% | $5,151+84.4% | $4,866+95.2% |
| Participant deferral / active EE | $13,138 | $6,980+88.2% | $6,230+110.9% | $5,352+145.5% |
| Admin fee / account holder | $79,041 | $11,198+605.9% | $9,015+776.8% | $9,540+728.5% |