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 | $146,569 | $72,400+102.4% | $67,502+117.1% | $145,922+0.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.83% | 7182.46%-7168.6pp | 3512.12%-3498.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $15,823 | $3,069+415.6% | $2,731+479.4% | $4,660+239.6% |
| Participant deferral / active EE | $9,197 | $4,783+92.3% | $4,000+129.9% | $6,688+37.5% |
| Admin fee / account holder | $2,722 | $5,539-50.9% | $3,998-31.9% | $13,397-79.7% |