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 | $168,480 | $48,795+245.3% | $65,493+157.2% | $84,808+98.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.93% | 20.20%-7.3pp | 982.45%-969.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $6,194 | $1,930+221.0% | $2,574+140.6% | $2,631+135.4% |
| Participant deferral / active EE | $5,774 | $2,928+97.2% | $3,961+45.8% | $4,212+37.1% |
| Admin fee / account holder | $33,627 | $3,877+767.3% | $5,028+568.8% | $7,344+357.9% |