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 | $211,669 | $90,503+133.9% | $78,689+169.0% | $273,961-22.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.91% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $6,417 | $3,176+102.1% | $2,851+125.1% | $4,869+31.8% |
| Participant deferral / active EE | $18,600 | $3,901+376.8% | $3,517+428.9% | $5,287+251.8% |
| Admin fee / account holder | $18,648 | $5,263+254.3% | $4,510+313.4% | $10,132+84.1% |