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 | $131,533 | $83,902+56.8% | $167,512-21.5% | $84,808+55.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.21% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,258 | $2,264+88.1% | $3,882+9.7% | $2,631+61.8% |
| Participant deferral / active EE | $11,769 | $4,442+164.9% | $6,405+83.8% | $4,212+179.4% |
| Admin fee / account holder | $3,589 | $7,915-54.7% | $9,769-63.3% | $7,344-51.1% |