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 6-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 | $51,844 | $111,724-53.6% | $93,606-44.6% | $145,922-64.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.70% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,508 | $3,090-18.8% | $2,420+3.6% | $4,660-46.2% |
| Participant deferral / active EE | $6,229 | $4,912+26.8% | $4,411+41.2% | $6,688-6.9% |
| Admin fee / account holder | $677 | $10,250-93.4% | $8,285-91.8% | $13,397-94.9% |