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 9-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 | $178,827 | $116,175+53.9% | $93,606+91.0% | $152,861+17.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.60% | 35.96%-24.4pp | 32.76%-21.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $14,436 | $3,218+348.6% | $2,718+431.1% | $4,762+203.1% |
| Participant deferral / active EE | $4,955 | $4,603+7.6% | $4,069+21.8% | $5,850-15.3% |
| Admin fee / account holder | $1,190 | $10,748-88.9% | $7,888-84.9% | $11,596-89.7% |