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 | $185,825 | $111,754+66.3% | $103,333+79.8% | $145,922+27.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.23% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $25,019 | $4,212+493.9% | $3,868+546.8% | $4,660+436.9% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $1,423 | $9,750-85.4% | $8,355-83.0% | $13,397-89.4% |