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 4-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 | $47,676 | $185,822-74.3% | $169,993-72.0% | $139,434-65.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.56% | 60.50%-31.9pp | 53.37%-24.8pp | 372.94%-344.4pp |
| Employer contribution / active EE | $6,738 | $7,590-11.2% | $6,785-0.7% | $4,751+41.8% |
| Participant deferral / active EE | $18,408 | $11,622+58.4% | $10,408+76.9% | $6,710+174.3% |
| Admin fee / account holder | $411 | $15,381-97.3% | $12,815-96.8% | $11,403-96.4% |