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 | $158,972 | $91,190+74.3% | $178,490-10.9% | $79,858+99.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.98% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,269 | $3,256-30.3% | $5,011-54.7% | $2,471-8.2% |
| Participant deferral / active EE | $5,360 | $3,236+65.6% | $5,202+3.0% | $3,740+43.3% |
| Admin fee / account holder | $2,260 | $6,751-66.5% | $13,984-83.8% | $5,306-57.4% |