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 | $203,391 | $60,124+238.3% | $90,404+125.0% | $79,858+154.7% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.5pp |
| Annual return | 11.43% | 71.94%-60.5pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,749 | $2,068-15.4% | $3,262-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $5,893 | $2,938+100.6% | $3,963+48.7% | $3,740+57.6% |
| Admin fee / account holder | $4,278 | $3,976+7.6% | $5,611-23.8% | $5,306-19.4% |