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 8-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 | $190,247 | $54,705+247.8% | $71,209+167.2% | $84,808+124.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.21% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $13,181 | $2,158+510.8% | $2,721+384.4% | $2,631+401.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,120 | $4,863-35.8% | $5,349-41.7% | $7,344-57.5% |