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 5-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 | $54,138 | $125,758-57.0% | $169,993-68.2% | $75,163-28.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 56.97% | 27.20%+29.8pp | 53.37%+3.6pp | 160.62%-103.6pp |
| Employer contribution / active EE | $4,522 | $4,615-2.0% | $6,785-33.4% | $2,670+69.4% |
| Participant deferral / active EE | $9,659 | $6,837+41.3% | $10,408-7.2% | $4,125+134.2% |
| Admin fee / account holder | $3,432 | $8,173-58.0% | $12,815-73.2% | $5,651-39.3% |