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 | $144,419 | $91,190+58.4% | $178,490-19.1% | $79,858+80.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.59% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,411 | $3,256-25.9% | $5,011-51.9% | $2,471-2.4% |
| Participant deferral / active EE | $4,589 | $3,236+41.8% | $5,202-11.8% | $3,740+22.7% |
| Admin fee / account holder | $25,203 | $6,751+273.3% | $13,984+80.2% | $5,306+375.0% |