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 | $140,959 | $65,395+115.6% | $182,532-22.8% | $72,985+93.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.68%-8.8pp | 148.54%-129.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,004 | $1,911+4.9% | $4,076-50.8% | $2,440-17.9% |
| Participant deferral / active EE | $6,185 | $3,563+73.6% | $5,524+12.0% | $3,607+71.5% |
| Admin fee / account holder | $20,249 | $4,245+377.0% | $8,592+135.7% | $5,124+295.2% |