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 7-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 | $187,125 | $45,152+314.4% | $73,843+153.4% | $59,632+213.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.75% | 27.40%-24.7pp | 2267.84%-2265.1pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $10,486 | $1,902+451.4% | $2,787+276.2% | $2,203+376.1% |
| Participant deferral / active EE | $12,030 | $2,574+367.4% | $3,583+235.7% | $3,192+276.9% |
| Admin fee / account holder | $740 | $3,516-79.0% | $4,880-84.8% | $4,297-82.8% |