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 | $210,293 | $78,103+169.3% | $289,028-27.2% | $116,875+79.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 13.00% | 15.26%-2.3pp | 243.94%-230.9pp | 16.29%-3.3pp |
| Employer contribution / active EE | $9,836 | $2,718+261.9% | $6,326+55.5% | $3,288+199.2% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $4,804-100.0% | $3,885-100.0% |
| Admin fee / account holder | $27,505 | $8,683+216.8% | $14,050+95.8% | $12,263+124.3% |