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 | $154,388 | $90,503+70.6% | $78,689+96.2% | $273,961-43.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.97% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,458 | $3,176+103.4% | $2,851+126.6% | $4,869+32.7% |
| Participant deferral / active EE | $13,154 | $3,901+237.2% | $3,517+274.0% | $5,287+148.8% |
| Admin fee / account holder | $40,075 | $5,263+661.4% | $4,510+788.5% | $10,132+295.5% |