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 | $134,554 | $48,795+175.8% | $65,493+105.4% | $84,808+58.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.21% | 20.20%-2.0pp | 982.45%-964.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,360 | $1,930+229.6% | $2,574+147.1% | $2,631+141.7% |
| Participant deferral / active EE | $9,717 | $2,928+231.8% | $3,961+145.3% | $4,212+130.7% |
| Admin fee / account holder | $17,173 | $3,877+342.9% | $5,028+241.5% | $7,344+133.8% |