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 | $47,684 | $112,096-57.5% | $95,952-50.3% | $158,922-70.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.43% | 171.09%-141.7pp | 91.61%-62.2pp | 302.83%-273.4pp |
| Employer contribution / active EE | $5,600 | $3,198+75.1% | $2,541+120.4% | $4,761+17.6% |
| Participant deferral / active EE | $5,931 | $4,784+24.0% | $4,167+42.3% | $5,982-0.8% |
| Admin fee / account holder | $1,372 | $10,130-86.5% | $6,795-79.8% | $11,246-87.8% |