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 | $130,421 | $99,020+31.7% | $86,590+50.6% | $147,584-11.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.28% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $7,237 | $3,132+131.1% | $2,839+154.9% | $4,876+48.4% |
| Participant deferral / active EE | $4,345 | $3,972+9.4% | $3,609+20.4% | $5,439-20.1% |
| Admin fee / account holder | $2,621 | $5,710-54.1% | $4,906-46.6% | $10,885-75.9% |