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 | $180,448 | $54,705+229.9% | $71,209+153.4% | $84,808+112.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.16% | 35.90%-18.7pp | 282.51%-265.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $9,251 | $2,158+328.7% | $2,721+240.0% | $2,631+251.6% |
| Participant deferral / active EE | $8,121 | $3,030+168.0% | $4,175+94.5% | $4,212+92.8% |
| Admin fee / account holder | $11,379 | $4,863+134.0% | $5,349+112.7% | $7,344+54.9% |