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 6-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 | $166,403 | $118,427+40.5% | $66,042+152.0% | $142,382+16.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.19% | 35.57%-24.4pp | 52.11%-40.9pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,076 | $2,570+58.6% | $1,579+158.1% | $4,299-5.2% |
| Participant deferral / active EE | $14,441 | $4,311+235.0% | $2,835+409.3% | $6,507+121.9% |
| Admin fee / account holder | $68,472 | $9,593+613.7% | $5,747+1091.5% | $12,624+442.4% |