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 | $150,796 | $83,337+80.9% | $67,834+122.3% | $273,961-45.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.55% | 259.45%-254.9pp | 138.47%-133.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,276 | $3,287+60.5% | $2,403+119.5% | $4,869+8.4% |
| Participant deferral / active EE | $9,195 | $4,088+124.9% | $3,160+191.0% | $5,287+73.9% |
| Admin fee / account holder | $31,756 | $6,752+370.3% | $4,622+587.0% | $10,132+213.4% |