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 | $142,431 | $60,022+137.3% | $88,946+60.1% | $84,808+67.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.08% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $15,424 | $1,703+805.8% | $2,555+503.7% | $2,631+486.2% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,307 | $4,811-52.0% | $8,261-72.1% | $7,344-68.6% |