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 | $132,207 | $44,850+194.8% | $60,547+118.4% | $59,632+121.7% |
| Participation rate | 76.4% | 59.5%+16.9pp | 68.0%+8.4pp | 68.7%+7.7pp |
| Annual return | 0.98% | 1074.14%-1073.2pp | 335.64%-334.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,953 | $1,462+33.6% | $2,419-19.3% | $2,203-11.3% |
| Participant deferral / active EE | $3,440 | $2,230+54.3% | $3,328+3.4% | $3,192+7.8% |
| Admin fee / account holder | $16,235 | $3,635+346.6% | $4,536+257.9% | $4,297+277.8% |