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 | $200,695 | $72,177+178.1% | $115,037+74.5% | $59,632+236.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.60% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,699 | $2,841+100.6% | $4,608+23.7% | $2,203+158.8% |
| Participant deferral / active EE | $5,715 | $4,783+19.5% | $6,026-5.2% | $3,192+79.1% |
| Admin fee / account holder | $6,393 | $4,927+29.8% | $8,175-21.8% | $4,297+48.8% |