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 5-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 | $192,164 | $74,888+156.6% | $71,209+169.9% | $142,382+35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.26% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,098 | $2,854+8.5% | $2,721+13.9% | $4,299-27.9% |
| Participant deferral / active EE | $13,275 | $4,454+198.0% | $4,175+218.0% | $6,507+104.0% |
| Admin fee / account holder | $2,295 | $5,568-58.8% | $5,349-57.1% | $12,624-81.8% |