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 | $152,408 | $45,211+237.1% | $56,429+170.1% | $70,131+117.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 18.85% | 38.45%-19.6pp | 19.04%-0.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $9,380 | $2,737+242.8% | $3,405+175.5% | $2,342+300.5% |
| Participant deferral / active EE | $2,638 | $2,735-3.5% | $3,951-33.2% | $3,332-20.8% |
| Admin fee / account holder | $6,185 | $3,027+104.3% | $4,466+38.5% | $4,645+33.1% |