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 | $150,737 | $54,705+175.5% | $71,209+111.7% | $84,808+77.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.98% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,967 | $2,158-8.8% | $2,721-27.7% | $2,631-25.2% |
| Participant deferral / active EE | $3,066 | $3,030+1.2% | $4,175-26.6% | $4,212-27.2% |
| Admin fee / account holder | $22,252 | $4,863+357.5% | $5,349+316.0% | $7,344+203.0% |