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 | $157,169 | $100,852+55.8% | $90,404+73.9% | $158,922-1.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.24% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $3,231 | $3,689-12.4% | $3,262-1.0% | $4,761-32.1% |
| Participant deferral / active EE | $6,461 | $4,348+48.6% | $3,963+63.0% | $5,982+8.0% |
| Admin fee / account holder | $917 | $6,501-85.9% | $5,611-83.7% | $11,246-91.8% |