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 | $202,464 | $58,208+247.8% | $81,812+147.5% | $80,856+150.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.09% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,717 | $2,340+144.3% | $2,912+96.3% | $2,755+107.5% |
| Participant deferral / active EE | $1,931 | $3,281-41.1% | $4,319-55.3% | $4,296-55.0% |
| Admin fee / account holder | $25,768 | $4,981+417.3% | $7,386+248.9% | $6,918+272.5% |