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 | $178,791 | $63,346+182.2% | $92,233+93.8% | $70,131+154.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.61% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,869 | $2,471-24.4% | $3,679-49.2% | $2,342-20.2% |
| Participant deferral / active EE | $7,955 | $2,854+178.8% | $3,897+104.1% | $3,332+138.8% |
| Admin fee / account holder | $12,925 | $3,840+236.6% | $5,194+148.9% | $4,645+178.2% |