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 7-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 | $104,379 | $169,032-38.2% | $129,207-19.2% | $145,922-28.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.80% | 14330.11%-14320.3pp | 9417.33%-9407.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $832 | $5,537-85.0% | $4,153-80.0% | $4,660-82.1% |
| Participant deferral / active EE | $7,500 | $4,987+50.4% | $4,168+80.0% | $6,688+12.1% |
| Admin fee / account holder | $424 | $9,954-95.7% | $7,715-94.5% | $13,397-96.8% |