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 | $148,597 | $48,795+204.5% | $65,493+126.9% | $84,808+75.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.07% | 20.20%-8.1pp | 982.45%-970.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $11,293 | $1,930+485.2% | $2,574+338.7% | $2,631+329.2% |
| Participant deferral / active EE | $5,621 | $2,928+91.9% | $3,961+41.9% | $4,212+33.5% |
| Admin fee / account holder | $9,042 | $3,877+133.2% | $5,028+79.8% | $7,344+23.1% |