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 | $181,137 | $91,190+98.6% | $178,490+1.5% | $79,858+126.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.84% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,304 | $3,256-29.2% | $5,011-54.0% | $2,471-6.8% |
| Participant deferral / active EE | $3,995 | $3,236+23.4% | $5,202-23.2% | $3,740+6.8% |
| Admin fee / account holder | $20,719 | $6,751+206.9% | $13,984+48.2% | $5,306+290.5% |