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 | $163,351 | $48,230+238.7% | $67,502+142.0% | $80,856+102.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.38% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $8,996 | $2,020+345.4% | $2,731+229.4% | $2,755+226.6% |
| Participant deferral / active EE | $8,949 | $2,924+206.1% | $4,000+123.7% | $4,296+108.3% |
| Admin fee / account holder | $1,197 | $3,681-67.5% | $3,998-70.1% | $6,918-82.7% |