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 | $134,465 | $65,561+105.1% | $86,188+56.0% | $75,163+78.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.37% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,051 | $1,553+32.1% | $2,380-13.8% | $2,670-23.2% |
| Participant deferral / active EE | $6,538 | $3,024+116.2% | $3,985+64.0% | $4,125+58.5% |
| Admin fee / account holder | $4,292 | $5,474-21.6% | $6,852-37.4% | $5,651-24.1% |