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 | $215,068 | $103,949+106.9% | $69,182+210.9% | $273,961-21.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.39% | 35.28%-26.9pp | -21.93%+30.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $27,500 | $1,783+1442.3% | $1,206+2179.8% | $4,869+464.8% |
| Participant deferral / active EE | $18,000 | $2,716+562.6% | $1,897+848.9% | $5,287+240.5% |
| Admin fee / account holder | $2,021 | $3,671-45.0% | $2,697-25.1% | $10,132-80.1% |