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 | $192,576 | $86,929+121.5% | $102,423+88.0% | $80,856+138.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 24.41% | 18.88%+5.5pp | 29.32%-4.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $13,226 | $2,369+458.2% | $3,023+337.5% | $2,755+380.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,370 | $8,049+28.8% | $9,451+9.7% | $6,918+49.9% |