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 6-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 | $141,021 | $100,852+39.8% | $90,404+56.0% | $158,922-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.29% | 1724.20%-1714.9pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,283 | $3,689-11.0% | $3,262+0.6% | $4,761-31.0% |
| Participant deferral / active EE | $7,462 | $4,348+71.6% | $3,963+88.3% | $5,982+24.7% |
| Admin fee / account holder | $5,276 | $6,501-18.8% | $5,611-6.0% | $11,246-53.1% |