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 | $149,829 | $100,852+48.6% | $90,404+65.7% | $158,922-5.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.20% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,281 | $3,689+16.1% | $3,262+31.2% | $4,761-10.1% |
| Participant deferral / active EE | $1,798 | $4,348-58.6% | $3,963-54.6% | $5,982-69.9% |
| Admin fee / account holder | $9,802 | $6,501+50.8% | $5,611+74.7% | $11,246-12.8% |