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 9-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 | $134,502 | $56,199+139.3% | $67,652+98.8% | $59,632+125.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.76% | 18505.31%-18503.5pp | 6625.04%-6623.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $3,276 | $1,614+102.9% | $2,266+44.6% | $2,203+48.7% |
| Participant deferral / active EE | $5,651 | $2,844+98.7% | $3,560+58.8% | $3,192+77.1% |
| Admin fee / account holder | $5,707 | $3,958+44.2% | $4,821+18.4% | $4,297+32.8% |