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 | $126,675 | $107,334+18.0% | $92,893+36.4% | $152,861-17.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.31% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,388 | $4,221+75.0% | $3,653+102.3% | $4,762+55.1% |
| Participant deferral / active EE | $5,497 | $4,845+13.5% | $4,236+29.8% | $5,850-6.0% |
| Admin fee / account holder | $1,021 | $7,079-85.6% | $5,794-82.4% | $11,596-91.2% |