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 | $191,196 | $110,257+73.4% | $96,544+98.0% | $139,434+37.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.55% | 26.32%-15.8pp | 25.84%-15.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,893 | $3,620-20.1% | $2,965-2.4% | $4,751-39.1% |
| Participant deferral / active EE | $4,944 | $5,548-10.9% | $4,851+1.9% | $6,710-26.3% |
| Admin fee / account holder | $72,584 | $11,591+526.2% | $8,252+779.6% | $11,403+536.6% |