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 | $170,470 | $65,409+160.6% | $98,442+73.2% | $85,850+98.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.30% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,653 | $2,168-23.8% | $2,960-44.2% | $2,565-35.6% |
| Participant deferral / active EE | $3,181 | $3,166+0.4% | $4,276-25.6% | $3,952-19.5% |
| Admin fee / account holder | $12,768 | $4,593+178.0% | $5,949+114.6% | $6,260+104.0% |