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 | $212,164 | $91,190+132.7% | $178,490+18.9% | $79,858+165.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.49% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,693 | $3,256-48.0% | $5,011-66.2% | $2,471-31.5% |
| Participant deferral / active EE | $3,139 | $3,236-3.0% | $5,202-39.6% | $3,740-16.1% |
| Admin fee / account holder | $52,438 | $6,751+676.7% | $13,984+275.0% | $5,306+888.2% |