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 9-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 | $52,956 | $159,602-66.8% | $150,045-64.7% | $142,382-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 38599.03% | 70.24%+38528.8pp | 62.55%+38536.5pp | 217.08%+38382.0pp |
| Employer contribution / active EE | $2,646 | $4,961-46.7% | $4,693-43.6% | $4,299-38.5% |
| Participant deferral / active EE | $8,290 | $8,310-0.2% | $7,997+3.7% | $6,507+27.4% |
| Admin fee / account holder | $417 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |