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 3-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 | $153,099 | $71,050+115.5% | $93,606+63.6% | $80,856+89.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 37.50% | 11.26%+26.2pp | 133.20%-95.7pp | 35.59%+1.9pp |
| Employer contribution / active EE | $19,443 | $1,564+1143.4% | $2,420+703.5% | $2,755+605.8% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,610 | $6,945+81.6% | $8,285+52.2% | $6,918+82.3% |