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 | $142,271 | $46,732+204.4% | $156,549-9.1% | $55,167+157.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 10.58% | 17.72%-7.1pp | 32.23%-21.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $6,025 | $2,105+186.2% | $5,501+9.5% | $1,963+207.0% |
| Participant deferral / active EE | $3,880 | $2,204+76.0% | $4,871-20.3% | $3,054+27.1% |
| Admin fee / account holder | $15,577 | $418+3623.3% | $13,027+19.6% | $504+2991.3% |