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 | $183,870 | $87,733+109.6% | $106,548+72.6% | $85,850+114.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.36% | 21.86%-9.5pp | 26.80%-14.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $7,013 | $2,073+238.3% | $2,819+148.8% | $2,565+173.4% |
| Participant deferral / active EE | $10,731 | $3,469+209.3% | $4,398+144.0% | $3,952+171.6% |
| Admin fee / account holder | $34,094 | $6,767+403.8% | $7,407+360.3% | $6,260+444.6% |