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 | $144,969 | $64,432+125.0% | - | $139,434+4.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 26.67% | 4.96%+21.7pp | - | 372.94%-346.3pp |
| Employer contribution / active EE | $2,880 | $6,830-57.8% | - | $4,751-39.4% |
| Participant deferral / active EE | $30,000 | $2,937+921.6% | - | $6,710+347.1% |
| Admin fee / account holder | $1,368 | $3,919-65.1% | - | $11,403-88.0% |