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 | $186,554 | $94,338+97.8% | $100,534+85.6% | $142,382+31.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.99% | 29.20%-13.2pp | 32.66%-16.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $19,057 | $4,237+349.8% | $4,346+338.5% | $4,299+343.3% |
| Participant deferral / active EE | $8,787 | $5,934+48.1% | $6,144+43.0% | $6,507+35.0% |
| Admin fee / account holder | $5,520 | $8,421-34.5% | $7,654-27.9% | $12,624-56.3% |