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 | $186,964 | $61,774+202.7% | $97,226+92.3% | $80,856+131.2% |
| Participation rate | 98.1% | 63.5%+34.6pp | 72.7%+25.4pp | 67.6%+30.5pp |
| Annual return | 12.56% | -557.90%+570.5pp | 75.13%-62.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $12,585 | $1,837+585.3% | $2,729+361.2% | $2,755+356.8% |
| Participant deferral / active EE | $6,161 | $3,029+103.4% | $4,264+44.5% | $4,296+43.4% |
| Admin fee / account holder | $10,020 | $5,166+94.0% | $5,654+77.2% | $6,918+44.8% |