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 | $52,027 | $183,963-71.7% | $162,163-67.9% | $152,861-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.54% | 150.76%-134.2pp | 115.59%-99.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,460 | $6,371-77.1% | $5,614-74.0% | $4,762-69.3% |
| Participant deferral / active EE | $4,719 | $8,034-41.3% | $7,298-35.3% | $5,850-19.3% |
| Admin fee / account holder | $2,129 | $13,121-83.8% | $10,843-80.4% | $11,596-81.6% |