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 | $173,664 | $54,705+217.5% | $71,209+143.9% | $84,808+104.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.17% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,087 | $2,158+135.7% | $2,721+87.0% | $2,631+93.3% |
| Participant deferral / active EE | $14,394 | $3,030+375.0% | $4,175+244.8% | $4,212+241.8% |
| Admin fee / account holder | $1,110 | $4,863-77.2% | $5,349-79.2% | $7,344-84.9% |