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 7-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 | $48,367 | $157,256-69.2% | $141,162-65.7% | $152,861-68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.98% | 64.32%-24.3pp | 71.39%-31.4pp | 345.32%-305.3pp |
| Employer contribution / active EE | $21,039 | $5,261+299.9% | $4,735+344.3% | $4,762+341.8% |
| Participant deferral / active EE | $9,719 | $7,109+36.7% | $6,709+44.9% | $5,850+66.1% |
| Admin fee / account holder | $487 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |