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 8-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 | $48,780 | $124,185-60.7% | $108,410-55.0% | $167,490-70.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.98% | 1379.64%-1358.7pp | 905.27%-884.3pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,244 | $4,187+1.4% | $3,558+19.3% | $4,837-12.3% |
| Participant deferral / active EE | $6,538 | $6,908-5.4% | $6,563-0.4% | $6,341+3.1% |
| Admin fee / account holder | $2,464 | $9,455-73.9% | $7,295-66.2% | $12,309-80.0% |