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 | $159,163 | $59,101+169.3% | $77,163+106.3% | $75,163+111.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.24% | 26.71%-9.5pp | 37.87%-20.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $6,173 | $1,995+209.4% | $2,535+143.5% | $2,670+131.2% |
| Participant deferral / active EE | $3,670 | $2,999+22.4% | $3,833-4.3% | $4,125-11.0% |
| Admin fee / account holder | $8,908 | $4,774+86.6% | $5,472+62.8% | $5,651+57.6% |