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 | $144,763 | $155,788-7.1% | $124,672+16.1% | $167,490-13.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.93% | 17.97%-4.0pp | 5142.93%-5129.0pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,887 | $4,163-54.7% | $3,324-43.2% | $4,837-61.0% |
| Participant deferral / active EE | $5,273 | $5,673-7.1% | $4,614+14.3% | $6,341-16.8% |
| Admin fee / account holder | $1,084 | $9,531-88.6% | $7,493-85.5% | $12,309-91.2% |