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 | $146,479 | $72,400+102.3% | $67,502+117.0% | $145,922+0.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 7182.46%-7170.7pp | 3512.12%-3500.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,435 | $3,069+44.5% | $2,731+62.4% | $4,660-4.8% |
| Participant deferral / active EE | $6,185 | $4,783+29.3% | $4,000+54.6% | $6,688-7.5% |
| Admin fee / account holder | $1,944 | $5,539-64.9% | $3,998-51.4% | $13,397-85.5% |