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 | $125,850 | $54,705+130.1% | $71,209+76.7% | $84,808+48.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.33% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,942 | $2,158+129.0% | $2,721+81.6% | $2,631+87.8% |
| Participant deferral / active EE | $9,394 | $3,030+210.0% | $4,175+125.0% | $4,212+123.1% |
| Admin fee / account holder | $3,309 | $4,863-32.0% | $5,349-38.1% | $7,344-54.9% |