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 | $178,832 | $54,705+226.9% | $71,209+151.1% | $84,808+110.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.41% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,113 | $2,158-2.1% | $2,721-22.3% | $2,631-19.7% |
| Participant deferral / active EE | $4,489 | $3,030+48.1% | $4,175+7.5% | $4,212+6.6% |
| Admin fee / account holder | $1,535 | $4,863-68.4% | $5,349-71.3% | $7,344-79.1% |