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 | $102,804 | $91,190+12.7% | $178,490-42.4% | $79,858+28.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.44% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,161 | $3,256-2.9% | $5,011-36.9% | $2,471+27.9% |
| Participant deferral / active EE | $5,153 | $3,236+59.2% | $5,202-0.9% | $3,740+37.8% |
| Admin fee / account holder | $3,277 | $6,751-51.5% | $13,984-76.6% | $5,306-38.2% |