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 | $70,194 | $58,927+19.1% | $76,817-8.6% | $72,985-3.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.61% | 2305.64%-2285.0pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,819 | $1,787+57.8% | $2,302+22.5% | $2,440+15.5% |
| Participant deferral / active EE | $2,293 | $2,690-14.8% | $3,336-31.2% | $3,607-36.4% |
| Admin fee / account holder | $3,009 | $4,013-25.0% | $6,420-53.1% | $5,124-41.3% |