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 | $212,402 | $87,733+142.1% | $106,548+99.3% | $85,850+147.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.61% | 21.86%-7.2pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $7,134 | $2,073+244.2% | $2,819+153.1% | $2,565+178.1% |
| Participant deferral / active EE | $4,583 | $3,469+32.1% | $4,398+4.2% | $3,952+16.0% |
| Admin fee / account holder | $2,997 | $6,767-55.7% | $7,407-59.5% | $6,260-52.1% |