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 8-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 | $49,700 | $111,754-55.5% | $103,333-51.9% | $145,922-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 38.05% | 24.77%+13.3pp | 24.88%+13.2pp | 561.29%-523.2pp |
| Employer contribution / active EE | $1,973 | $4,212-53.2% | $3,868-49.0% | $4,660-57.7% |
| Participant deferral / active EE | $11,035 | $5,619+96.4% | $5,057+118.2% | $6,688+65.0% |
| Admin fee / account holder | $746 | $9,750-92.4% | $8,355-91.1% | $13,397-94.4% |