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 | $141,985 | $77,419+83.4% | $69,455+104.4% | $152,861-7.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.04% | 39.06%-23.0pp | 28.97%-12.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $36,937 | $3,315+1014.1% | $2,779+1229.2% | $4,762+675.6% |
| Participant deferral / active EE | $38,000 | $4,414+761.0% | $3,535+974.8% | $5,850+549.6% |
| Admin fee / account holder | $761 | $6,207-87.7% | $3,839-80.2% | $11,596-93.4% |