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 8-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 | $134,998 | $155,788-13.3% | $124,672+8.3% | $167,490-19.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.36% | 17.97%-4.6pp | 5142.93%-5129.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,384 | $4,163-18.7% | $3,324+1.8% | $4,837-30.0% |
| Participant deferral / active EE | $25,000 | $5,673+340.7% | $4,614+441.8% | $6,341+294.2% |
| Admin fee / account holder | $686 | $9,531-92.8% | $7,493-90.8% | $12,309-94.4% |