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 | $181,749 | $90,503+100.8% | $78,689+131.0% | $273,961-33.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.44% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,469 | $3,176+9.2% | $2,851+21.7% | $4,869-28.8% |
| Participant deferral / active EE | $4,440 | $3,901+13.8% | $3,517+26.2% | $5,287-16.0% |
| Admin fee / account holder | $1,345 | $5,263-74.4% | $4,510-70.2% | $10,132-86.7% |