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 | $185,828 | $65,561+183.4% | $86,188+115.6% | $75,163+147.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.70% | 46.05%-28.4pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $16,994 | $1,553+994.5% | $2,380+614.0% | $2,670+536.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $11,457 | $5,474+109.3% | $6,852+67.2% | $5,651+102.7% |