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 | $164,494 | $81,625+101.5% | $58,482+181.3% | $139,434+18.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 7404.20%-7391.7pp | 4239.32%-4226.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,716 | $1,398+94.2% | $1,053+157.9% | $4,751-42.8% |
| Participant deferral / active EE | $8,740 | $2,557+241.9% | $1,924+354.3% | $6,710+30.3% |
| Admin fee / account holder | $31,234 | $3,265+856.6% | $2,516+1141.4% | $11,403+173.9% |