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 | $118,212 | $107,334+10.1% | $92,893+27.3% | $152,861-22.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.94% | 145.58%-126.6pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,765 | $4,221-58.2% | $3,653-51.7% | $4,762-62.9% |
| Participant deferral / active EE | $4,021 | $4,845-17.0% | $4,236-5.1% | $5,850-31.3% |
| Admin fee / account holder | $178,276 | $7,079+2418.3% | $5,794+2977.0% | $11,596+1437.3% |