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 | $101,032 | $65,561+54.1% | $86,188+17.2% | $75,163+34.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.84% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,638 | $1,553+69.9% | $2,380+10.9% | $2,670-1.2% |
| Participant deferral / active EE | $3,801 | $3,024+25.7% | $3,985-4.6% | $4,125-7.9% |
| Admin fee / account holder | $8,598 | $5,474+57.1% | $6,852+25.5% | $5,651+52.2% |