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 | $120,608 | $99,020+21.8% | $86,590+39.3% | $147,584-18.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.98% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,585 | $3,132-49.4% | $2,839-44.2% | $4,876-67.5% |
| Participant deferral / active EE | $4,571 | $3,972+15.1% | $3,609+26.7% | $5,439-15.9% |
| Admin fee / account holder | $24,761 | $5,710+333.6% | $4,906+404.7% | $10,885+127.5% |