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 | $180,764 | $91,190+98.2% | $178,490+1.3% | $79,858+126.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.83% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,743 | $3,256-46.5% | $5,011-65.2% | $2,471-29.4% |
| Participant deferral / active EE | $3,954 | $3,236+22.2% | $5,202-24.0% | $3,740+5.7% |
| Admin fee / account holder | $20,597 | $6,751+205.1% | $13,984+47.3% | $5,306+288.2% |