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 6-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 | $51,645 | $126,574-59.2% | $106,213-51.4% | $145,922-64.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.94% | 224.79%-209.8pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,503 | $3,730-6.1% | $3,171+10.5% | $4,660-24.8% |
| Participant deferral / active EE | $6,097 | $5,724+6.5% | $5,016+21.6% | $6,688-8.8% |
| Admin fee / account holder | $517 | $17,304-97.0% | $11,033-95.3% | $13,397-96.1% |