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 | $176,254 | $56,053+214.4% | $75,972+132.0% | $80,856+118.0% |
| Participation rate | 98.9% | 62.0%+36.9pp | 69.1%+29.9pp | 67.6%+31.3pp |
| Annual return | 13.50% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,499 | $3,052+407.9% | $4,255+264.2% | $4,296+260.8% |
| Admin fee / account holder | $6,443 | $5,234+23.1% | $6,467-0.4% | $6,918-6.9% |