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 | $182,413 | $142,382+28.1% | $182,4130% | $142,382+28.1% |
| Participation rate | 91.7% | 80.1%+11.5pp | 91.7%0pp | 80.1%+11.5pp |
| Annual return | 11.73% | 217.08%-205.3pp | 11.73%0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,426 | $4,299-66.8% | $1,4260% | $4,299-66.8% |
| Participant deferral / active EE | $3,652 | $6,507-43.9% | $3,6520% | $6,507-43.9% |
| Admin fee / account holder | $31,241 | $12,624+147.5% | $31,2410% | $12,624+147.5% |