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 | $205,381 | $57,016+260.2% | $84,966+141.7% | $80,856+154.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.70% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,510 | $1,798+317.8% | $2,727+175.4% | $2,755+172.6% |
| Participant deferral / active EE | $9,348 | $3,110+200.6% | $4,519+106.9% | $4,296+117.6% |
| Admin fee / account holder | $20,392 | $4,980+309.4% | $6,149+231.6% | $6,918+194.8% |