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 | $199,418 | $78,422+154.3% | $95,952+107.8% | $79,858+149.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,873 | $1,945+150.5% | $2,541+91.8% | $2,471+97.2% |
| Participant deferral / active EE | $4,369 | $3,440+27.0% | $4,167+4.9% | $3,740+16.8% |
| Admin fee / account holder | $28,006 | $5,622+398.1% | $6,795+312.1% | $5,306+427.8% |