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 | $126,410 | $72,400+74.6% | $67,502+87.3% | $145,922-13.4% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 17.15% | 7182.46%-7165.3pp | 3512.12%-3495.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,405 | $3,069-21.6% | $2,731-11.9% | $4,660-48.4% |
| Participant deferral / active EE | $5,452 | $4,783+14.0% | $4,000+36.3% | $6,688-18.5% |
| Admin fee / account holder | $11,502 | $5,539+107.7% | $3,998+187.7% | $13,397-14.1% |