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 | $212,154 | $90,503+134.4% | $78,689+169.6% | $273,961-22.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.44% | 75.60%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,054 | $3,176-3.8% | $2,851+7.2% | $4,869-37.3% |
| Participant deferral / active EE | $5,024 | $3,901+28.8% | $3,517+42.8% | $5,287-5.0% |
| Admin fee / account holder | $13,469 | $5,263+155.9% | $4,510+198.6% | $10,132+32.9% |