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 | $131,829 | $64,839+103.3% | $95,585+37.9% | $84,808+55.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.14% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,251 | $1,759+28.0% | $2,527-10.9% | $2,631-14.4% |
| Participant deferral / active EE | $6,235 | $2,965+110.3% | $4,023+55.0% | $4,212+48.0% |
| Admin fee / account holder | $61,621 | $5,964+933.2% | $6,127+905.7% | $7,344+739.1% |