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 7-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 | $48,409 | $183,519-73.6% | $155,509-68.9% | $145,922-66.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,818 | $5,313-47.0% | $4,672-39.7% | $4,660-39.5% |
| Participant deferral / active EE | $8,812 | $6,462+36.4% | $5,626+56.6% | $6,688+31.8% |
| Admin fee / account holder | $775 | $19,313-96.0% | $15,912-95.1% | $13,397-94.2% |