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 | $48,137 | $226,064-78.7% | $182,532-73.6% | $152,861-68.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.39% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,009 | $4,978-39.6% | $4,076-26.2% | $4,762-36.8% |
| Participant deferral / active EE | $7,767 | $6,368+22.0% | $5,524+40.6% | $5,850+32.8% |
| Admin fee / account holder | $1,533 | $10,703-85.7% | $8,592-82.2% | $11,596-86.8% |