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 | $186,133 | $74,888+148.5% | $71,209+161.4% | $142,382+30.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.06% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,488 | $2,854+232.4% | $2,721+248.7% | $4,299+120.7% |
| Participant deferral / active EE | $11,037 | $4,454+147.8% | $4,175+164.3% | $6,507+69.6% |
| Admin fee / account holder | $20,218 | $5,568+263.1% | $5,349+278.0% | $12,624+60.2% |