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 | $143,112 | $91,190+56.9% | $178,490-19.8% | $79,858+79.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.91% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $3,522 | $3,256+8.2% | $5,011-29.7% | $2,471+42.5% |
| Participant deferral / active EE | $4,202 | $3,236+29.8% | $5,202-19.2% | $3,740+12.4% |
| Admin fee / account holder | $498 | $6,751-92.6% | $13,984-96.4% | $5,306-90.6% |