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 | $166,427 | $201,272-17.3% | $184,203-9.6% | $145,922+14.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.74% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,399 | $7,022-37.4% | $6,427-31.6% | $4,660-5.6% |
| Participant deferral / active EE | $6,045 | $9,806-38.4% | $9,131-33.8% | $6,688-9.6% |
| Admin fee / account holder | $77,220 | $16,364+371.9% | $13,901+455.5% | $13,397+476.4% |