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 9-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 | $52,630 | $209,411-74.9% | $178,490-70.5% | $158,922-66.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.68% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,824 | $5,706-50.5% | $5,011-43.6% | $4,761-40.7% |
| Participant deferral / active EE | $6,650 | $5,954+11.7% | $5,202+27.8% | $5,982+11.2% |
| Admin fee / account holder | $1,110 | $17,074-93.5% | $13,984-92.1% | $11,246-90.1% |