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 | $201,918 | $81,208+148.6% | $98,907+104.1% | $79,858+152.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 21.59% | 60.99%-39.4pp | 196.43%-174.8pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,000 | $1,960+2.1% | $2,689-25.6% | $2,471-19.1% |
| Participant deferral / active EE | $5,013 | $3,265+53.5% | $4,244+18.1% | $3,740+34.0% |
| Admin fee / account holder | $94,090 | $6,013+1464.8% | $6,642+1316.7% | $5,306+1673.2% |