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 | $134,494 | $34,934+285.0% | $56,411+138.4% | $74,495+80.5% |
| Participation rate | 71.8% | 32.8%+39.0pp | 52.5%+19.4pp | 67.2%+4.6pp |
| Annual return | 17.83% | 25.94%-8.1pp | 1701.33%-1683.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $4,423 | $609+626.3% | $1,039+325.8% | $2,623+68.6% |
| Participant deferral / active EE | $9,487 | $1,170+710.6% | $1,952+386.0% | $4,346+118.3% |
| Admin fee / account holder | $2,302 | $2,364-2.6% | $2,829-18.6% | $1,942+18.6% |