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 | $159,902 | $53,127+201.0% | $86,590+84.7% | $70,131+128.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.37% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $8,689 | $2,068+320.1% | $2,839+206.0% | $2,342+270.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,931 | $3,585+9.6% | $4,906-19.9% | $4,645-15.4% |