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 | $50,134 | $159,901-68.6% | $146,958-65.9% | $145,922-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,392 | $5,286-73.7% | $4,933-71.8% | $4,660-70.1% |
| Participant deferral / active EE | $9,010 | $8,428+6.9% | $8,070+11.6% | $6,688+34.7% |
| Admin fee / account holder | $2,452 | $15,044-83.7% | $12,998-81.1% | $13,397-81.7% |