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 | $48,527 | $150,187-67.7% | $120,354-59.7% | $145,922-66.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.07% | 154.07%-137.0pp | 107.15%-90.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,652 | $4,348-62.0% | $3,463-52.3% | $4,660-64.5% |
| Participant deferral / active EE | $4,881 | $6,173-20.9% | $4,991-2.2% | $6,688-27.0% |
| Admin fee / account holder | $2,374 | $12,207-80.6% | $9,423-74.8% | $13,397-82.3% |