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 | $129,573 | $72,400+79.0% | $67,502+92.0% | $145,922-11.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.81% | 7182.46%-7167.7pp | 3512.12%-3497.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,135 | $3,069+67.3% | $2,731+88.0% | $4,660+10.2% |
| Participant deferral / active EE | $8,119 | $4,783+69.7% | $4,000+103.0% | $6,688+21.4% |
| Admin fee / account holder | $2,477 | $5,539-55.3% | $3,998-38.0% | $13,397-81.5% |