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 | $199,133 | $91,190+118.4% | $178,490+11.6% | $79,858+149.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,027 | $3,256-7.0% | $5,011-39.6% | $2,471+22.5% |
| Participant deferral / active EE | $9,021 | $3,236+178.8% | $5,202+73.4% | $3,740+141.2% |
| Admin fee / account holder | $26,430 | $6,751+291.5% | $13,984+89.0% | $5,306+398.1% |