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 | $164,567 | $201,272-18.2% | $184,203-10.7% | $145,922+12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,529 | $7,022-35.5% | $6,427-29.5% | $4,660-2.8% |
| Participant deferral / active EE | $13,318 | $9,806+35.8% | $9,131+45.8% | $6,688+99.1% |
| Admin fee / account holder | $103,522 | $16,364+532.6% | $13,901+644.7% | $13,397+672.7% |