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 | $114,392 | $99,020+15.5% | $86,590+32.1% | $147,584-22.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.96% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,536 | $3,132-19.0% | $2,839-10.7% | $4,876-48.0% |
| Participant deferral / active EE | $6,801 | $3,972+71.2% | $3,609+88.5% | $5,439+25.0% |
| Admin fee / account holder | $762 | $5,710-86.7% | $4,906-84.5% | $10,885-93.0% |