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 | $51,146 | $109,982-53.5% | $97,226-47.4% | $145,922-64.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.17% | 242.90%-220.7pp | 75.13%-53.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,031 | $3,084-34.2% | $2,729-25.6% | $4,660-56.4% |
| Participant deferral / active EE | $2,930 | $4,676-37.3% | $4,264-31.3% | $6,688-56.2% |
| Admin fee / account holder | $2,452 | $6,221-60.6% | $5,654-56.6% | $13,397-81.7% |