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 | $132,618 | $99,020+33.9% | $86,590+53.2% | $147,584-10.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.28% | 1312.34%-1303.1pp | 964.84%-955.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,143 | $3,132+0.4% | $2,839+10.7% | $4,876-35.5% |
| Participant deferral / active EE | $4,185 | $3,972+5.4% | $3,609+16.0% | $5,439-23.0% |
| Admin fee / account holder | $14,651 | $5,710+156.6% | $4,906+198.6% | $10,885+34.6% |