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 9-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 | $53,143 | $209,411-74.6% | $178,490-70.2% | $158,922-66.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.79% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,553 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $4,470 | $5,954-24.9% | $5,202-14.1% | $5,982-25.3% |
| Admin fee / account holder | $28,400 | $17,074+66.3% | $13,984+103.1% | $11,246+152.5% |