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 | $132,956 | $57,281+132.1% | $86,612+53.5% | $75,163+76.9% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 19.10% | 2670.75%-2651.6pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $8,493 | $2,314+267.0% | $3,022+181.0% | $2,670+218.1% |
| Participant deferral / active EE | $3,022 | $3,318-8.9% | $4,438-31.9% | $4,125-26.8% |
| Admin fee / account holder | $8,125 | $4,112+97.6% | $5,614+44.7% | $5,651+43.8% |