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 | $141,600 | $54,705+158.8% | $71,209+98.9% | $84,808+67.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.50% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $8,010 | $2,158+271.2% | $2,721+194.4% | $2,631+204.5% |
| Participant deferral / active EE | $9,274 | $3,030+206.0% | $4,175+122.1% | $4,212+120.2% |
| Admin fee / account holder | $39,575 | $4,863+713.7% | $5,349+639.9% | $7,344+438.9% |