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 | $186,662 | $85,766+117.6% | $136,294+37.0% | $70,131+166.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.37% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $6,274 | $2,966+111.5% | $4,695+33.6% | $2,342+167.9% |
| Participant deferral / active EE | $9,168 | $5,051+81.5% | $6,247+46.8% | $3,332+175.2% |
| Admin fee / account holder | $11,553 | $5,420+113.1% | $9,243+25.0% | $4,645+148.7% |