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 5-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 | $150,368 | $65,409+129.9% | $98,442+52.7% | $85,850+75.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.42% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $9,284 | $2,168+328.3% | $2,960+213.7% | $2,565+261.9% |
| Participant deferral / active EE | $9,238 | $3,166+191.8% | $4,276+116.0% | $3,952+133.8% |
| Admin fee / account holder | $5,156 | $4,593+12.3% | $5,949-13.3% | $6,260-17.6% |