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 7-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 | $151,675 | $210,648-28.0% | $177,989-14.8% | $145,922+3.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.23% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,687 | $4,565+90.3% | $3,949+120.0% | $4,660+86.4% |
| Participant deferral / active EE | $17,391 | $6,958+150.0% | $6,276+177.1% | $6,688+160.0% |
| Admin fee / account holder | $2,072 | $12,013-82.8% | $10,363-80.0% | $13,397-84.5% |