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 | $188,186 | $78,672+139.2% | $109,143+72.4% | $85,850+119.2% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.1pp |
| Annual return | 15.90% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $8,929 | $2,735+226.5% | $3,722+139.9% | $2,565+248.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $369 | $5,469-93.2% | $6,752-94.5% | $6,260-94.1% |