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 | $192,783 | $53,127+262.9% | $86,590+122.6% | $70,131+174.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.25% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $13,651 | $2,068+560.1% | $2,839+380.8% | $2,342+482.8% |
| Participant deferral / active EE | $8,090 | $2,696+200.1% | $3,609+124.2% | $3,332+142.8% |
| Admin fee / account holder | $60,125 | $3,585+1576.9% | $4,906+1125.6% | $4,645+1194.3% |