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 8-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 | $132,060 | $72,400+82.4% | $67,502+95.6% | $145,922-9.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 7182.46%-7170.0pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,685 | $3,069+183.0% | $2,731+218.0% | $4,660+86.4% |
| Participant deferral / active EE | $15,807 | $4,783+230.5% | $4,000+295.2% | $6,688+136.4% |
| Admin fee / account holder | $17,889 | $5,539+223.0% | $3,998+347.5% | $13,397+33.5% |