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 | $164,251 | $112,881+45.5% | $90,951+80.6% | $158,922+3.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.97% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,618 | $2,893-44.1% | $2,122-23.7% | $4,761-66.0% |
| Participant deferral / active EE | $4,575 | $4,128+10.8% | $3,373+35.6% | $5,982-23.5% |
| Admin fee / account holder | $340 | $8,041-95.8% | $5,959-94.3% | $11,246-97.0% |