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 10-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 | $52,959 | $210,648-74.9% | $177,989-70.2% | $145,922-63.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.18% | 385.86%-365.7pp | 294.48%-274.3pp | 561.29%-541.1pp |
| Employer contribution / active EE | $5,496 | $4,565+20.4% | $3,949+39.2% | $4,660+17.9% |
| Participant deferral / active EE | $4,097 | $6,958-41.1% | $6,276-34.7% | $6,688-38.7% |
| Admin fee / account holder | $346 | $12,013-97.1% | $10,363-96.7% | $13,397-97.4% |