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 | $240,750 | $65,041+270.1% | $90,951+164.7% | $79,858+201.5% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 11.15% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $8,000 | $1,247+541.4% | $2,122+277.0% | $2,471+223.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,842 | $4,536+139.0% | $5,959+82.0% | $5,306+104.3% |