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 | $210,975 | $89,753+135.1% | $107,525+96.2% | $84,808+148.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,155 | $3,113-30.8% | $3,754-42.6% | $2,631-18.1% |
| Participant deferral / active EE | $7,453 | $4,056+83.7% | $5,116+45.7% | $4,212+77.0% |
| Admin fee / account holder | $40,099 | $7,222+455.2% | $8,919+349.6% | $7,344+446.0% |