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 | $47,919 | $198,466-75.9% | $170,442-71.9% | $147,584-67.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.22% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,217 | $6,184-48.0% | $5,433-40.8% | $4,876-34.0% |
| Participant deferral / active EE | $12,005 | $5,629+113.3% | $4,939+143.0% | $5,439+120.7% |
| Admin fee / account holder | $2,854 | $16,852-83.1% | $13,880-79.4% | $10,885-73.8% |