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 | $188,843 | $118,680+59.1% | $98,907+90.9% | $158,922+18.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.85% | 372.35%-350.5pp | 196.43%-174.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,023 | $3,333-9.3% | $2,689+12.4% | $4,761-36.5% |
| Participant deferral / active EE | $1,978 | $5,088-61.1% | $4,244-53.4% | $5,982-66.9% |
| Admin fee / account holder | $2,690 | $10,131-73.4% | $6,642-59.5% | $11,246-76.1% |