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 | $199,113 | $91,190+118.4% | $178,490+11.6% | $79,858+149.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.10% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,097 | $3,256+25.8% | $5,011-18.2% | $2,471+65.8% |
| Participant deferral / active EE | $9,816 | $3,236+203.3% | $5,202+88.7% | $3,740+162.4% |
| Admin fee / account holder | $3,231 | $6,751-52.1% | $13,984-76.9% | $5,306-39.1% |