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 | $158,348 | $57,541+175.2% | $95,745+65.4% | $75,163+110.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.95% | 34.93%-20.0pp | 28.35%-13.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $28,200 | $1,808+1460.0% | $2,835+894.9% | $2,670+956.2% |
| Participant deferral / active EE | $8,877 | $3,074+188.8% | $4,245+109.1% | $4,125+115.2% |
| Admin fee / account holder | $13,150 | $4,099+220.8% | $5,678+131.6% | $5,651+132.7% |