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 | $102,580 | $102,6160% | $81,983+25.1% | $158,922-35.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.87% | 61.04%-47.2pp | 41.31%-27.4pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,863 | $3,240+142.7% | $2,498+214.8% | $4,761+65.1% |
| Participant deferral / active EE | $6,033 | $4,648+29.8% | $3,722+62.1% | $5,982+0.8% |
| Admin fee / account holder | $304 | $8,235-96.3% | $5,664-94.6% | $11,246-97.3% |