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 | $102,805 | $72,400+42.0% | $67,502+52.3% | $145,922-29.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.02% | 7182.46%-7170.4pp | 3512.12%-3500.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,552 | $3,069+80.9% | $2,731+103.3% | $4,660+19.1% |
| Participant deferral / active EE | $6,107 | $4,783+27.7% | $4,000+52.7% | $6,688-8.7% |
| Admin fee / account holder | $4,006 | $5,539-27.7% | $3,998+0.2% | $13,397-70.1% |