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 | $183,496 | $89,753+104.4% | $107,525+70.7% | $84,808+116.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,436 | $3,113+170.9% | $3,754+124.7% | $2,631+220.6% |
| Participant deferral / active EE | $9,239 | $4,056+127.8% | $5,116+80.6% | $4,212+119.4% |
| Admin fee / account holder | $944 | $7,222-86.9% | $8,919-89.4% | $7,344-87.1% |