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 | $194,897 | $91,538+112.9% | $129,995+49.9% | $75,163+159.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.78% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,238 | $2,845+13.8% | $4,320-25.1% | $2,670+21.3% |
| Participant deferral / active EE | $8,596 | $4,341+98.0% | $5,820+47.7% | $4,125+108.4% |
| Admin fee / account holder | $2,480 | $6,790-63.5% | $10,614-76.6% | $5,651-56.1% |