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 | $185,791 | $72,400+156.6% | $67,502+175.2% | $145,922+27.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.16% | 7182.46%-7167.3pp | 3512.12%-3497.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,006 | $3,069-34.6% | $2,731-26.6% | $4,660-57.0% |
| Participant deferral / active EE | $10,867 | $4,783+127.2% | $4,000+171.7% | $6,688+62.5% |
| Admin fee / account holder | $6,368 | $5,539+15.0% | $3,998+59.3% | $13,397-52.5% |