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 | $109,933 | $99,020+11.0% | $86,590+27.0% | $147,584-25.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.28% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $7,592 | $3,132+142.4% | $2,839+167.4% | $4,876+55.7% |
| Participant deferral / active EE | $7,508 | $3,972+89.0% | $3,609+108.1% | $5,439+38.1% |
| Admin fee / account holder | $52,233 | $5,710+814.7% | $4,906+964.7% | $10,885+379.8% |