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 | $47,856 | $183,963-74.0% | $162,163-70.5% | $152,861-68.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.13% | 150.76%-127.6pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,661 | $6,371-73.9% | $5,614-70.4% | $4,762-65.1% |
| Participant deferral / active EE | $3,321 | $8,034-58.7% | $7,298-54.5% | $5,850-43.2% |
| Admin fee / account holder | $4,428 | $13,121-66.3% | $10,843-59.2% | $11,596-61.8% |