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 | $90,274 | $169,032-46.6% | $129,207-30.1% | $145,922-38.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.77% | 14330.11%-14307.3pp | 9417.33%-9394.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $9,563 | $5,537+72.7% | $4,153+130.3% | $4,660+105.2% |
| Participant deferral / active EE | $1,130 | $4,987-77.3% | $4,168-72.9% | $6,688-83.1% |
| Admin fee / account holder | $983 | $9,954-90.1% | $7,715-87.3% | $13,397-92.7% |