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 | $157,804 | $87,733+79.9% | $106,548+48.1% | $85,850+83.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 18.50% | 21.86%-3.4pp | 26.80%-8.3pp | 318.53%-300.0pp |
| Employer contribution / active EE | $6,427 | $2,073+210.0% | $2,819+128.0% | $2,565+150.5% |
| Participant deferral / active EE | $8,137 | $3,469+134.5% | $4,398+85.0% | $3,952+105.9% |
| Admin fee / account holder | $20,381 | $6,767+201.2% | $7,407+175.2% | $6,260+225.6% |