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 | $138,821 | $99,020+40.2% | $86,590+60.3% | $147,584-5.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.40% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,668 | $3,132+49.0% | $2,839+64.4% | $4,876-4.3% |
| Participant deferral / active EE | $7,267 | $3,972+83.0% | $3,609+101.4% | $5,439+33.6% |
| Admin fee / account holder | $545 | $5,710-90.5% | $4,906-88.9% | $10,885-95.0% |